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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 | $22,993 | $80,992-71.6% | $96,534-76.2% | $75,173-69.4% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 14.02% | 27.05%-13.0pp | 25.88%-11.9pp | 160.72%-146.7pp |
| Employer contribution / active EE | $365 | $2,283-84.0% | $2,965-87.7% | $2,671-86.3% |
| Participant deferral / active EE | $2,400 | $3,929-38.9% | $4,851-50.5% | $4,126-41.8% |
| Admin fee / account holder | $2,343 | $6,717-65.1% | $8,253-71.6% | $5,651-58.5% |