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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 | $95,453-78.7% | $112,040-81.8% | $82,448-75.3% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 24.26% | 23.92%+0.3pp | 24.52%-0.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $653 | $2,318-71.8% | $2,954-77.9% | $2,551-74.4% |
| Participant deferral / active EE | $3,147 | $4,224-25.5% | $5,098-38.3% | $4,139-24.0% |
| Admin fee / account holder | $2,860 | $9,013-68.3% | $12,098-76.4% | $7,234-60.5% |