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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 | $32,460 | $254,759-87.3% | $216,567-85.0% | $198,609-83.7% |
| Participation rate | 42.9% | 84.5%-41.7pp | 81.6%-38.8pp | 82.4%-39.5pp |
| Annual return | 17.48% | 10.04%+7.4pp | 12.94%+4.5pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,044 | $6,096-82.9% | $5,216-80.0% | $5,055-79.3% |
| Participant deferral / active EE | $2,834 | $6,948-59.2% | $6,191-54.2% | $6,977-59.4% |
| Admin fee / account holder | $12,330 | $26,311-53.1% | $21,981-43.9% | $19,030-35.2% |