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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 | $28,187 | $91,559-69.2% | $133,971-79.0% | $79,852-64.7% |
| Participation rate | 59.1% | 73.3%-14.3pp | 79.8%-20.7pp | 69.6%-10.5pp |
| Annual return | 18.48% | 61.85%-43.4pp | 45.09%-26.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $408 | $2,384-82.9% | $3,919-89.6% | $2,471-83.5% |
| Participant deferral / active EE | $4,345 | $3,734+16.4% | $5,047-13.9% | $3,740+16.2% |
| Admin fee / account holder | $909 | $6,321-85.6% | $8,929-89.8% | $5,306-82.9% |