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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 | $59,888 | $407,956-85.3% | $299,830-80.0% | $198,609-69.8% |
| Participation rate | 57.9% | 83.3%-25.4pp | 78.5%-20.6pp | 82.4%-24.5pp |
| Annual return | 17.05% | 6.66%+10.4pp | 10.58%+6.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,660 | $7,661-78.3% | $5,842-71.6% | $5,055-67.2% |
| Participant deferral / active EE | $4,197 | $8,628-51.4% | $7,038-40.4% | $6,977-39.8% |
| Admin fee / account holder | $14,076 | $73,031-80.7% | $50,982-72.4% | $19,030-26.0% |