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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 | $30,394 | $181,896-83.3% | $156,551-80.6% | $273,972-88.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 10.27% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,291 | $6,248-79.3% | $5,501-76.5% | $4,869-73.5% |
| Participant deferral / active EE | $6,931 | $5,550+24.9% | $4,871+42.3% | $5,287+31.1% |
| Admin fee / account holder | $306 | $15,560-98.0% | $13,028-97.6% | $10,133-97.0% |