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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 | $38,739 | $116,462-66.7% | $199,933-80.6% | $116,462-66.7% |
| Participation rate | 55.8% | 74.7%-18.9pp | 76.4%-20.7pp | 74.7%-18.9pp |
| Annual return | 14.72% | 15.65%-0.9pp | -7.96%+22.7pp | 15.65%-0.9pp |
| Employer contribution / active EE | $356 | $3,231-89.0% | $5,259-93.2% | $3,231-89.0% |
| Participant deferral / active EE | $1,922 | $3,836-49.9% | $1,800+6.8% | $3,836-49.9% |
| Admin fee / account holder | $2,216 | $12,754-82.6% | $37,571-94.1% | $12,754-82.6% |