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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 | $32,785 | $138,366-76.3% | $184,185-82.2% | $80,911-59.5% |
| Participation rate | 68.8% | 83.9%-15.1pp | 86.8%-18.1pp | 67.6%+1.1pp |
| Annual return | 20.29% | 20.02%+0.3pp | 28.81%-8.5pp | 35.63%-15.3pp |
| Employer contribution / active EE | $1,411 | $4,849-70.9% | $6,426-78.0% | $2,756-48.8% |
| Participant deferral / active EE | $5,628 | $7,074-20.4% | $9,132-38.4% | $4,297+31.0% |
| Admin fee / account holder | $1,964 | $10,484-81.3% | $13,909-85.9% | $6,935-71.7% |