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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 | $21,736 | $254,759-91.5% | $216,567-90.0% | $198,609-89.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 29.43% | 10.04%+19.4pp | 12.94%+16.5pp | 202.70%-173.3pp |
| Employer contribution / active EE | $971 | $6,096-84.1% | $5,216-81.4% | $5,055-80.8% |
| Participant deferral / active EE | $4,388 | $6,948-36.8% | $6,191-29.1% | $6,977-37.1% |
| Admin fee / account holder | $4,593 | $26,311-82.5% | $21,981-79.1% | $19,030-75.9% |