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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 | $26,516 | $162,821-83.7% | $133,978-80.2% | $158,982-83.3% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 18.86% | 41.95%-23.1pp | 45.10%-26.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $767 | $4,976-84.6% | $3,919-80.4% | $4,763-83.9% |
| Participant deferral / active EE | $2,314 | $5,910-60.8% | $5,047-54.1% | $5,983-61.3% |
| Admin fee / account holder | $728 | $11,742-93.8% | $8,930-91.8% | $11,252-93.5% |