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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 | $30,862 | $91,559-66.3% | $133,959-77.0% | $79,858-61.4% |
| Participation rate | 69.4% | 73.3%-4.0pp | 79.8%-10.5pp | 69.6%-0.2pp |
| Annual return | 13.26% | 61.85%-48.6pp | 45.09%-31.8pp | 31.72%-18.5pp |
| Employer contribution / active EE | $438 | $2,384-81.6% | $3,919-88.8% | $2,471-82.3% |
| Participant deferral / active EE | $1,872 | $3,734-49.9% | $5,047-62.9% | $3,740-49.9% |
| Admin fee / account holder | $1,078 | $6,321-83.0% | $8,928-87.9% | $5,306-79.7% |