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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 | $10,345 | $65,367-84.2% | $92,915-88.9% | $72,976-85.8% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 23.01% | 42.11%-19.1pp | 109.45%-86.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $570 | $2,594-78.0% | $3,653-84.4% | $2,440-76.6% |
| Participant deferral / active EE | $1,677 | $3,128-46.4% | $4,238-60.4% | $3,608-53.5% |
| Admin fee / account holder | $5,792 | $4,251+36.2% | $5,796-0.1% | $5,124+13.0% |