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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 | $22,469 | $181,898-87.6% | $156,551-85.6% | $273,968-91.8% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 16.28% | 30.74%-14.5pp | 32.23%-15.9pp | 41.45%-25.2pp |
| Employer contribution / active EE | $1,235 | $6,248-80.2% | $5,501-77.5% | $4,869-74.6% |
| Participant deferral / active EE | $3,015 | $5,550-45.7% | $4,871-38.1% | $5,287-43.0% |
| Admin fee / account holder | $921 | $15,560-94.1% | $13,028-92.9% | $10,132-90.9% |