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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 | $38,665 | $167,415-76.9% | $140,514-72.5% | $198,609-80.5% |
| Participation rate | 68.8% | 80.9%-12.1pp | 77.8%-9.0pp | 82.4%-13.6pp |
| Annual return | 12.25% | 13.85%-1.6pp | 14.36%-2.1pp | 202.70%-190.4pp |
| Employer contribution / active EE | $934 | $4,088-77.2% | $3,378-72.4% | $5,055-81.5% |
| Participant deferral / active EE | $2,644 | $5,579-52.6% | $4,919-46.2% | $6,977-62.1% |
| Admin fee / account holder | $14,396 | $16,730-14.0% | $13,697+5.1% | $19,030-24.4% |