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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 | $24,881 | $138,385-82.0% | $184,243-86.5% | $80,925-69.3% |
| Participation rate | 51.3% | 83.9%-32.6pp | 86.8%-35.5pp | 67.7%-16.4pp |
| Annual return | 16.28% | 20.02%-3.7pp | 28.82%-12.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,503 | $4,851-69.0% | $6,427-76.6% | $2,756-45.5% |
| Participant deferral / active EE | $3,494 | $7,075-50.6% | $9,132-61.7% | $4,299-18.7% |
| Admin fee / account holder | $947 | $10,489-91.0% | $13,914-93.2% | $6,940-86.4% |