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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 | $28,979 | $86,298-66.4% | $111,308-74.0% | $85,847-66.2% |
| Participation rate | 32.3% | 73.3%-41.1pp | 77.3%-45.1pp | 69.3%-37.1pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $461 | $2,044-77.5% | $2,732-83.1% | $2,565-82.0% |
| Participant deferral / active EE | $2,300 | $3,641-36.8% | $4,487-48.7% | $3,952-41.8% |
| Admin fee / account holder | $719 | $8,189-91.2% | $7,965-91.0% | $6,261-88.5% |