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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 | $21,300 | $138,385-84.6% | $184,200-88.4% | $80,874-73.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.6%-7.6pp |
| Annual return | 27.10% | 20.02%+7.1pp | 28.80%-1.7pp | 35.62%-8.5pp |
| Employer contribution / active EE | $1,040 | $4,849-78.6% | $6,424-83.8% | $2,756-62.3% |
| Participant deferral / active EE | $3,495 | $7,073-50.6% | $9,132-61.7% | $4,297-18.7% |
| Admin fee / account holder | $1,107 | $10,483-89.4% | $13,907-92.0% | $6,935-84.0% |