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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 | $33,674 | $100,194-66.4% | $122,979-72.6% | $86,983-61.3% |
| Participation rate | 48.0% | 73.0%-25.0pp | 77.2%-29.2pp | 69.5%-21.5pp |
| Annual return | 19.24% | 16.47%+2.8pp | 20.12%-0.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $25 | $2,326-98.9% | $3,062-99.2% | $2,584-99.0% |
| Participant deferral / active EE | $3,563 | $4,133-13.8% | $5,003-28.8% | $4,194-15.0% |
| Admin fee / account holder | $2,889 | $10,148-71.5% | $12,864-77.5% | $7,856-63.2% |