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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 | $20,630 | $81,476-74.7% | $102,383-79.9% | $80,925-74.5% |
| Participation rate | 34.7% | 66.8%-32.1pp | 74.5%-39.8pp | 67.7%-32.9pp |
| Annual return | 13.51% | 25.59%-12.1pp | 24.94%-11.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $624 | $3,105-79.9% | $3,870-83.9% | $2,756-77.4% |
| Participant deferral / active EE | $1,885 | $3,871-51.3% | $5,060-62.7% | $4,299-56.1% |
| Admin fee / account holder | $2,277 | $6,717-66.1% | $8,391-72.9% | $6,940-67.2% |