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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 | $41,149 | $212,777-80.7% | $173,703-76.3% | $198,609-79.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 17.19% | 18.82%-1.6pp | 17.46%-0.3pp | 202.70%-185.5pp |
| Employer contribution / active EE | $722 | $5,214-86.1% | $4,288-83.2% | $5,055-85.7% |
| Participant deferral / active EE | $2,856 | $5,697-49.9% | $4,854-41.2% | $6,977-59.1% |
| Admin fee / account holder | $1,041 | $19,536-94.7% | $15,562-93.3% | $19,030-94.5% |