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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 | $33,023 | $125,797-73.7% | $170,057-80.6% | $75,177-56.1% |
| Participation rate | 53.8% | 83.6%-29.8pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 18.07% | 27.20%-9.1pp | 53.42%-35.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,171 | $4,616-74.6% | $6,790-82.8% | $2,671-56.2% |
| Participant deferral / active EE | $3,296 | $6,838-51.8% | $10,411-68.3% | $4,126-20.1% |
| Admin fee / account holder | $1,062 | $8,177-87.0% | $12,826-91.7% | $5,651-81.2% |