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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 | $34,633 | $145,431-76.2% | $211,142-83.6% | $87,485-60.4% |
| Participation rate | 30.0% | 84.7%-54.7pp | 87.3%-57.3pp | 68.9%-38.9pp |
| Annual return | 19.81% | 27.21%-7.4pp | 46.84%-27.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $751 | $4,662-83.9% | $6,442-88.3% | $2,596-71.1% |
| Participant deferral / active EE | $3,682 | $6,859-46.3% | $9,284-60.3% | $4,274-13.8% |
| Admin fee / account holder | $3,508 | $17,052-79.4% | $19,076-81.6% | $7,775-54.9% |