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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 | $22,499 | $67,602-66.7% | $82,312-72.7% | $70,126-67.9% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.9%-41.6pp | 69.5%-34.2pp |
| Annual return | 17.85% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $294 | $1,755-83.2% | $2,428-87.9% | $2,343-87.4% |
| Participant deferral / active EE | $1,960 | $2,987-34.4% | $3,706-47.1% | $3,332-41.2% |
| Admin fee / account holder | $757 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |