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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 | $30,678 | $125,797-75.6% | $170,028-82.0% | $75,181-59.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 18.26% | 27.20%-8.9pp | 53.39%-35.1pp | 160.69%-142.4pp |
| Employer contribution / active EE | $968 | $4,616-79.0% | $6,788-85.7% | $2,671-63.8% |
| Participant deferral / active EE | $3,633 | $6,838-46.9% | $10,409-65.1% | $4,126-11.9% |
| Admin fee / account holder | $2,022 | $8,177-75.3% | $12,820-84.2% | $5,650-64.2% |