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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 | $95,453-65.8% | $112,040-70.8% | $82,448-60.4% |
| Participation rate | 59.2% | 72.8%-13.6pp | 76.5%-17.3pp | 68.1%-8.9pp |
| Annual return | 17.62% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $139 | $2,318-94.0% | $2,954-95.3% | $2,551-94.6% |
| Participant deferral / active EE | $2,257 | $4,224-46.6% | $5,098-55.7% | $4,139-45.5% |
| Admin fee / account holder | $8,933 | $9,013-0.9% | $12,098-26.2% | $7,234+23.5% |