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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 | $22,377 | $181,896-87.7% | $156,551-85.7% | $273,972-91.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 3.60% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $842 | $6,248-86.5% | $5,501-84.7% | $4,869-82.7% |
| Participant deferral / active EE | $3,259 | $5,550-41.3% | $4,871-33.1% | $5,287-38.4% |
| Admin fee / account holder | $575 | $15,560-96.3% | $13,028-95.6% | $10,133-94.3% |