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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 | $24,087 | $181,896-86.8% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,314 | $6,248-79.0% | $5,501-76.1% | $4,869-73.0% |
| Participant deferral / active EE | $2,612 | $5,550-52.9% | $4,871-46.4% | $5,287-50.6% |
| Admin fee / account holder | $541 | $15,560-96.5% | $13,028-95.9% | $10,133-94.7% |