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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 | $20,363 | $95,404-78.7% | $113,397-82.0% | $82,637-75.4% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 24.26% | 19.08%+5.2pp | 23.20%+1.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $653 | $2,307-71.7% | $2,977-78.1% | $2,552-74.4% |
| Participant deferral / active EE | $3,147 | $4,220-25.4% | $5,076-38.0% | $4,126-23.7% |
| Admin fee / account holder | $2,860 | $9,168-68.8% | $11,957-76.1% | $7,339-61.0% |