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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 | $32,689 | $95,404-65.7% | $113,397-71.2% | $82,637-60.4% |
| Participation rate | 59.2% | 72.8%-13.6pp | 76.5%-17.3pp | 68.1%-8.9pp |
| Annual return | 17.62% | 19.08%-1.5pp | 23.20%-5.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $139 | $2,307-94.0% | $2,977-95.3% | $2,552-94.6% |
| Participant deferral / active EE | $2,257 | $4,220-46.5% | $5,076-55.5% | $4,126-45.3% |
| Admin fee / account holder | $8,933 | $9,168-2.6% | $11,957-25.3% | $7,339+21.7% |