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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,874 | $93,617-82.0% | $135,982-87.6% | $75,177-77.6% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 24.40% | 30.89%-6.5pp | 68.32%-43.9pp | 160.75%-136.4pp |
| Employer contribution / active EE | $707 | $3,538-80.0% | $4,859-85.5% | $2,671-73.5% |
| Participant deferral / active EE | $3,985 | $6,406-37.8% | $7,760-48.6% | $4,126-3.4% |
| Admin fee / account holder | $1,363 | $6,980-80.5% | $10,767-87.3% | $5,651-75.9% |