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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 | $143,969-74.2% | $199,883-81.5% | $82,637-55.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 86.8%-29.6pp | 68.1%-10.9pp |
| Annual return | 15.12% | 25.67%-10.6pp | 43.81%-28.7pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,246 | $4,632-73.1% | $6,261-80.1% | $2,552-51.2% |
| Participant deferral / active EE | $3,848 | $6,937-44.5% | $9,138-57.9% | $4,126-6.7% |
| Admin fee / account holder | $1,054 | $14,597-92.8% | $17,268-93.9% | $7,339-85.6% |