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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 | $27,980 | $76,383-63.4% | $121,663-77.0% | $64,340-56.5% |
| Participation rate | 34.0% | 60.4%-26.4pp | 74.5%-40.5pp | 55.2%-21.2pp |
| Annual return | 14.09% | 16.98%-2.9pp | 147.54%-133.5pp | 24.14%-10.1pp |
| Employer contribution / active EE | $422 | $1,943-78.3% | $3,020-86.0% | $1,862-77.4% |
| Participant deferral / active EE | $1,567 | $3,149-50.2% | $4,887-67.9% | $2,980-47.4% |
| Admin fee / account holder | $2,445 | $4,142-41.0% | $14,289-82.9% | $3,703-34.0% |