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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 | $20,028 | $88,672-77.4% | $105,223-81.0% | $82,448-75.7% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 14.08% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $800 | $3,048-73.8% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $1,812 | $4,036-55.1% | $5,072-64.3% | $4,139-56.2% |
| Admin fee / account holder | $748 | $7,146-89.5% | $8,859-91.6% | $7,234-89.7% |