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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 | $47,333 | $151,314-68.7% | $258,236-81.7% | $122,131-61.2% |
| Participation rate | 35.2% | 73.9%-38.7pp | 81.9%-46.7pp | 75.1%-39.9pp |
| Annual return | 14.23% | 15.82%-1.6pp | -3.31%+17.5pp | 16.17%-1.9pp |
| Employer contribution / active EE | $538 | $5,035-89.3% | $7,891-93.2% | $3,608-85.1% |
| Participant deferral / active EE | $1,864 | $4,073-54.2% | $5,237-64.4% | $3,892-52.1% |
| Admin fee / account holder | $6,516 | $10,152-35.8% | $14,475-55.0% | $11,586-43.8% |