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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 | $24,425 | $80,983-69.8% | $96,544-74.7% | $75,177-67.5% |
| Participation rate | 67.7% | 71.8%-4.0pp | 76.0%-8.2pp | 67.2%+0.5pp |
| Annual return | 20.43% | 27.05%-6.6pp | 25.88%-5.4pp | 160.75%-140.3pp |
| Employer contribution / active EE | $193 | $2,282-91.6% | $2,966-93.5% | $2,671-92.8% |
| Participant deferral / active EE | $1,826 | $3,929-53.5% | $4,851-62.4% | $4,126-55.7% |
| Admin fee / account holder | $6,980 | $6,717+3.9% | $8,254-15.4% | $5,651+23.5% |