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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 | $25,524 | $86,288-70.4% | $111,306-77.1% | $85,851-70.3% |
| Participation rate | 32.0% | 73.3%-41.3pp | 77.3%-45.3pp | 69.3%-37.3pp |
| Annual return | 15.79% | 19.99%-4.2pp | 54.67%-38.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $504 | $2,044-75.3% | $2,732-81.6% | $2,565-80.4% |
| Participant deferral / active EE | $2,337 | $3,641-35.8% | $4,488-47.9% | $3,952-40.9% |
| Admin fee / account holder | $373 | $8,189-95.4% | $7,966-95.3% | $6,261-94.0% |