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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 | $36,095 | $123,793-70.8% | $177,848-79.7% | $79,856-54.8% |
| Participation rate | 54.8% | 84.7%-29.8pp | 87.7%-32.9pp | 69.6%-14.8pp |
| Annual return | 13.46% | 22.82%-9.4pp | 48.33%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $862 | $4,095-79.0% | $5,919-85.4% | $2,471-65.1% |
| Participant deferral / active EE | $4,346 | $5,956-27.0% | $7,714-43.7% | $3,741+16.2% |
| Admin fee / account holder | $3,716 | $7,243-48.7% | $12,431-70.1% | $5,306-30.0% |