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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 | $20,355 | $72,492-71.9% | $87,104-76.6% | $72,975-72.1% |
| Participation rate | 35.8% | 72.8%-37.0pp | 76.9%-41.1pp | 69.5%-33.7pp |
| Annual return | 35.43% | 24.46%+11.0pp | 28.19%+7.2pp | 81.01%-45.6pp |
| Employer contribution / active EE | $275 | $1,894-85.5% | $2,521-89.1% | $2,440-88.7% |
| Participant deferral / active EE | $1,586 | $3,270-51.5% | $4,048-60.8% | $3,608-56.0% |
| Admin fee / account holder | $6,381 | $5,055+26.2% | $7,491-14.8% | $5,124+24.5% |