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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 | $22,211 | $153,769-85.6% | $133,975-83.4% | $273,972-91.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 5.72% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,088 | $6,029-82.0% | $5,211-79.1% | $4,869-77.7% |
| Participant deferral / active EE | $4,800 | $6,958-31.0% | $6,282-23.6% | $5,287-9.2% |
| Admin fee / account holder | $3,294 | $11,765-72.0% | $9,324-64.7% | $10,133-67.5% |