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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 | $20,529 | $79,955-74.3% | $98,461-79.1% | $75,173-72.7% |
| Participation rate | 64.7% | 70.4%-5.7pp | 75.2%-10.5pp | 67.2%-2.5pp |
| Annual return | 14.11% | 19.75%-5.6pp | 21.17%-7.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $317 | $2,264-86.0% | $3,049-89.6% | $2,671-88.1% |
| Participant deferral / active EE | $2,299 | $3,752-38.7% | $4,738-51.5% | $4,126-44.3% |
| Admin fee / account holder | $1,711 | $6,841-75.0% | $8,961-80.9% | $5,651-69.7% |