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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 | $22,142 | $100,003-77.9% | $146,685-84.9% | $85,856-74.2% |
| Participation rate | 44.0% | 73.1%-29.1pp | 80.1%-36.1pp | 69.3%-25.3pp |
| Annual return | 13.12% | 18.93%-5.8pp | 22.75%-9.6pp | 318.58%-305.5pp |
| Employer contribution / active EE | $525 | $2,559-79.5% | $4,137-87.3% | $2,565-79.5% |
| Participant deferral / active EE | $1,991 | $4,006-50.3% | $5,507-63.8% | $3,952-49.6% |
| Admin fee / account holder | $2,220 | $7,704-71.2% | $10,281-78.4% | $6,261-64.5% |