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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 | $21,234 | $81,504-73.9% | $102,437-79.3% | $80,959-73.8% |
| Participation rate | 35.4% | 66.9%-31.5pp | 74.5%-39.1pp | 67.7%-32.3pp |
| Annual return | 15.07% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $785 | $3,104-74.7% | $3,871-79.7% | $2,757-71.5% |
| Participant deferral / active EE | $2,009 | $3,871-48.1% | $5,060-60.3% | $4,300-53.3% |
| Admin fee / account holder | $1,559 | $6,719-76.8% | $8,388-81.4% | $6,925-77.5% |