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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 | $146,267-74.7% | $197,124-81.2% | $82,448-55.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 86.7%-29.6pp | 68.1%-10.9pp |
| Annual return | 15.12% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,246 | $4,723-73.6% | $6,227-80.0% | $2,551-51.1% |
| Participant deferral / active EE | $3,848 | $7,035-45.3% | $9,135-57.9% | $4,139-7.0% |
| Admin fee / account holder | $1,054 | $14,422-92.7% | $16,298-93.5% | $7,234-85.4% |