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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 | $49,760 | $254,759-80.5% | $216,567-77.0% | $198,609-74.9% |
| Participation rate | 26.7% | 84.5%-57.9pp | 81.6%-55.0pp | 82.4%-55.7pp |
| Annual return | 21.75% | 10.04%+11.7pp | 12.94%+8.8pp | 202.70%-181.0pp |
| Employer contribution / active EE | $508 | $6,096-91.7% | $5,216-90.3% | $5,055-89.9% |
| Participant deferral / active EE | $3,809 | $6,948-45.2% | $6,191-38.5% | $6,977-45.4% |
| Admin fee / account holder | $589 | $26,311-97.8% | $21,981-97.3% | $19,030-96.9% |