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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 | $30,140 | $181,896-83.4% | $156,551-80.7% | $273,972-89.0% |
| Participation rate | 55.0% | 88.4%-33.4pp | 84.0%-29.0pp | 83.0%-28.0pp |
| Annual return | 5.34% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $814 | $6,248-87.0% | $5,501-85.2% | $4,869-83.3% |
| Participant deferral / active EE | $2,456 | $5,550-55.8% | $4,871-49.6% | $5,287-53.6% |
| Admin fee / account holder | $1,141 | $15,560-92.7% | $13,028-91.2% | $10,133-88.7% |