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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 | $36,110 | $92,041-60.8% | $299,830-88.0% | $94,015-61.6% |
| Participation rate | 24.2% | 71.4%-47.2pp | 78.5%-54.3pp | 70.8%-46.6pp |
| Annual return | 20.16% | 15.24%+4.9pp | 10.58%+9.6pp | 17.84%+2.3pp |
| Employer contribution / active EE | $0 | $2,506-100.0% | $5,842-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,087 | $4,287-51.3% | $7,038-70.3% | $4,249-50.9% |
| Admin fee / account holder | $382 | $8,997-95.8% | $50,982-99.3% | $8,951-95.7% |