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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 | $20,483 | $76,551-73.2% | $123,894-83.5% | $62,881-67.4% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.5pp | 69.3%-6.4pp |
| Annual return | 10.00% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $244 | $2,882-91.5% | $4,617-94.7% | $2,281-89.3% |
| Participant deferral / active EE | $4,151 | $4,840-14.2% | $5,984-30.6% | $3,203+29.6% |
| Admin fee / account holder | $2,472 | $4,826-48.8% | $8,357-70.4% | $4,296-42.5% |