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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 | $32,117 | $167,415-80.8% | $140,514-77.1% | $198,609-83.8% |
| Participation rate | 65.2% | 80.9%-15.7pp | 77.8%-12.6pp | 82.4%-17.2pp |
| Annual return | 16.87% | 13.85%+3.0pp | 14.36%+2.5pp | 202.70%-185.8pp |
| Employer contribution / active EE | $272 | $4,088-93.3% | $3,378-92.0% | $5,055-94.6% |
| Participant deferral / active EE | $2,831 | $5,579-49.3% | $4,919-42.4% | $6,977-59.4% |
| Admin fee / account holder | $3,409 | $16,730-79.6% | $13,697-75.1% | $19,030-82.1% |