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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 | $29,056 | $91,559-68.3% | $133,971-78.3% | $79,852-63.6% |
| Participation rate | 34.7% | 73.3%-38.7pp | 79.8%-45.1pp | 69.6%-34.9pp |
| Annual return | 14.30% | 61.85%-47.5pp | 45.09%-30.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $521 | $2,384-78.1% | $3,919-86.7% | $2,471-78.9% |
| Participant deferral / active EE | $3,536 | $3,734-5.3% | $5,047-29.9% | $3,740-5.5% |
| Admin fee / account holder | $6,154 | $6,321-2.7% | $8,929-31.1% | $5,306+16.0% |