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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 | $23,533 | $67,594-65.2% | $77,361-69.6% | $69,733-66.3% |
| Participation rate | 60.2% | 71.7%-11.5pp | 75.0%-14.8pp | 62.5%-2.3pp |
| Annual return | 17.88% | 19.20%-1.3pp | 1011.54%-993.7pp | 15.22%+2.7pp |
| Employer contribution / active EE | $726 | $2,649-72.6% | $2,990-75.7% | $2,250-67.7% |
| Participant deferral / active EE | $1,745 | $3,401-48.7% | $3,911-55.4% | $3,054-42.9% |
| Admin fee / account holder | $1,073 | $1,159-7.4% | $5,894-81.8% | $3,102-65.4% |