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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 | $28,729 | $78,707-63.5% | $117,861-75.6% | $70,126-59.0% |
| Participation rate | 63.1% | 73.2%-10.1pp | 79.7%-16.6pp | 69.5%-6.5pp |
| Annual return | 12.92% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $481 | $2,223-78.4% | $3,786-87.3% | $2,343-79.5% |
| Participant deferral / active EE | $1,962 | $3,297-40.5% | $4,482-56.2% | $3,332-41.1% |
| Admin fee / account holder | $2,060 | $5,066-59.3% | $8,021-74.3% | $4,645-55.7% |