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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 | $14,404 | $86,050-83.3% | $189,758-92.4% | $94,015-84.7% |
| Participation rate | 34.2% | 68.9%-34.7pp | 79.8%-45.6pp | 70.8%-36.6pp |
| Annual return | 13.12% | 17.77%-4.7pp | 52.62%-39.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $234 | $2,819-91.7% | $4,767-95.1% | $2,790-91.6% |
| Participant deferral / active EE | $2,570 | $3,349-23.3% | $5,856-56.1% | $4,249-39.5% |
| Admin fee / account holder | $4,476 | $6,627-32.5% | $20,388-78.0% | $8,951-50.0% |