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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 | $23,028 | $212,386-89.2% | $199,883-88.5% | $138,895-83.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 14.03% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $771 | $6,625-88.4% | $6,261-87.7% | $4,194-81.6% |
| Participant deferral / active EE | $3,535 | $9,617-63.2% | $9,138-61.3% | $6,396-44.7% |
| Admin fee / account holder | $10,078 | $18,233-44.7% | $17,268-41.6% | $12,562-19.8% |