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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 | $44,211 | $145,431-69.6% | $211,142-79.1% | $87,485-49.5% |
| Participation rate | 61.3% | 84.7%-23.5pp | 87.3%-26.0pp | 68.9%-7.6pp |
| Annual return | 14.88% | 27.21%-12.3pp | 46.84%-32.0pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,418 | $4,662-69.6% | $6,442-78.0% | $2,596-45.4% |
| Participant deferral / active EE | $10,082 | $6,859+47.0% | $9,284+8.6% | $4,274+135.9% |
| Admin fee / account holder | $11,089 | $17,052-35.0% | $19,076-41.9% | $7,775+42.6% |