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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 | $22,363 | $156,616-85.7% | $133,346-83.2% | $198,609-88.7% |
| Participation rate | 31.6% | 77.7%-46.1pp | 72.8%-41.3pp | 82.4%-50.8pp |
| Annual return | 13.65% | 44.25%-30.6pp | 36.85%-23.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $517 | $3,368-84.7% | $2,853-81.9% | $5,055-89.8% |
| Participant deferral / active EE | $1,859 | $4,920-62.2% | $4,332-57.1% | $6,977-73.4% |
| Admin fee / account holder | $6,652 | $17,468-61.9% | $14,264-53.4% | $19,030-65.0% |