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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 | $28,828 | $108,825-73.5% | $156,181-81.5% | $82,448-65.0% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 17.03% | 20.59%-3.6pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $738 | $2,870-74.3% | $4,294-82.8% | $2,551-71.1% |
| Participant deferral / active EE | $2,683 | $4,577-41.4% | $6,132-56.2% | $4,139-35.2% |
| Admin fee / account holder | $773 | $9,341-91.7% | $14,586-94.7% | $7,234-89.3% |