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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 | $37,077 | $142,972-74.1% | $214,702-82.7% | $86,983-57.4% |
| Participation rate | 57.1% | 84.9%-27.7pp | 87.5%-30.3pp | 69.5%-12.4pp |
| Annual return | 15.12% | 18.49%-3.4pp | 54.55%-39.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,246 | $4,635-73.1% | $6,461-80.7% | $2,584-51.8% |
| Participant deferral / active EE | $3,848 | $6,568-41.4% | $9,147-57.9% | $4,194-8.3% |
| Admin fee / account holder | $1,054 | $17,617-94.0% | $19,830-94.7% | $7,856-86.6% |