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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 | $97,550-79.1% | $120,344-83.1% | $87,485-76.7% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.7%-8.7pp | 68.9%-0.9pp |
| Annual return | 24.26% | 18.41%+5.8pp | 20.30%+4.0pp | 26.06%-1.8pp |
| Employer contribution / active EE | $653 | $2,291-71.5% | $3,020-78.4% | $2,596-74.8% |
| Participant deferral / active EE | $3,147 | $4,230-25.6% | $5,135-38.7% | $4,274-26.4% |
| Admin fee / account holder | $2,860 | $9,543-70.0% | $12,742-77.6% | $7,775-63.2% |