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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 | $14,235 | $93,598-84.8% | $135,974-89.5% | $75,173-81.1% |
| Participation rate | 31.5% | 75.2%-43.7pp | 81.9%-50.4pp | 67.2%-35.7pp |
| Annual return | 25.81% | 30.89%-5.1pp | 68.30%-42.5pp | 160.72%-134.9pp |
| Employer contribution / active EE | $662 | $3,538-81.3% | $4,859-86.4% | $2,671-75.2% |
| Participant deferral / active EE | $3,520 | $6,405-45.0% | $7,760-54.6% | $4,126-14.7% |
| Admin fee / account holder | $906 | $6,978-87.0% | $10,767-91.6% | $5,651-84.0% |