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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 | $36,443 | $100,194-63.6% | $122,979-70.4% | $86,983-58.1% |
| Participation rate | 45.5% | 73.0%-27.5pp | 77.2%-31.7pp | 69.5%-24.1pp |
| Annual return | 25.10% | 16.47%+8.6pp | 20.12%+5.0pp | 25.83%-0.7pp |
| Employer contribution / active EE | $566 | $2,326-75.7% | $3,062-81.5% | $2,584-78.1% |
| Participant deferral / active EE | $2,268 | $4,133-45.1% | $5,003-54.7% | $4,194-45.9% |
| Admin fee / account holder | $4,325 | $10,148-57.4% | $12,864-66.4% | $7,856-44.9% |