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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 | $15,297 | $72,273-78.8% | $101,275-84.9% | $79,856-80.8% |
| Participation rate | 28.1% | 68.5%-40.3pp | 75.8%-47.7pp | 69.6%-41.5pp |
| Annual return | 24.49% | 22.30%+2.2pp | 46.48%-22.0pp | 31.71%-7.2pp |
| Employer contribution / active EE | $436 | $2,691-83.8% | $3,660-88.1% | $2,471-82.3% |
| Participant deferral / active EE | $3,091 | $3,282-5.8% | $4,371-29.3% | $3,741-17.4% |
| Admin fee / account holder | $1,222 | $4,401-72.2% | $5,948-79.5% | $5,306-77.0% |