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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 | $20,277 | $83,485-75.7% | $125,180-83.8% | $72,983-72.2% |
| Participation rate | 52.2% | 73.3%-21.1pp | 79.8%-27.6pp | 69.5%-17.3pp |
| Annual return | 26.51% | 25.78%+0.7pp | 43.79%-17.3pp | 81.01%-54.5pp |
| Employer contribution / active EE | $385 | $2,346-83.6% | $3,866-90.0% | $2,440-84.2% |
| Participant deferral / active EE | $3,601 | $3,586+0.4% | $4,937-27.1% | $3,608-0.2% |
| Admin fee / account holder | $841 | $5,518-84.8% | $9,703-91.3% | $5,124-83.6% |