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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 | $149,446-76.8% | $256,809-86.5% | $94,015-63.2% |
| Participation rate | 30.0% | 85.3%-55.3pp | 88.5%-58.5pp | 70.8%-40.8pp |
| Annual return | 19.81% | 17.55%+2.3pp | 32.73%-12.9pp | 17.84%+2.0pp |
| Employer contribution / active EE | $751 | $4,596-83.7% | $7,263-89.7% | $2,790-73.1% |
| Participant deferral / active EE | $3,682 | $6,491-43.3% | $9,520-61.3% | $4,249-13.4% |
| Admin fee / account holder | $3,508 | $24,035-85.4% | $25,146-86.1% | $8,951-60.8% |