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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 | $35,920 | $114,712-68.7% | $173,730-79.3% | $87,485-58.9% |
| Participation rate | 37.9% | 73.0%-35.1pp | 79.6%-41.6pp | 68.9%-31.0pp |
| Annual return | 12.61% | 20.18%-7.6pp | 19.96%-7.3pp | 26.06%-13.4pp |
| Employer contribution / active EE | $771 | $2,904-73.5% | $4,577-83.2% | $2,596-70.3% |
| Participant deferral / active EE | $2,557 | $4,642-44.9% | $6,326-59.6% | $4,274-40.2% |
| Admin fee / account holder | $3,919 | $10,210-61.6% | $17,523-77.6% | $7,775-49.6% |