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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 | $17,746 | $167,415-89.4% | $140,514-87.4% | $198,609-91.1% |
| Participation rate | 33.3% | 80.9%-47.5pp | 77.8%-44.5pp | 82.4%-49.0pp |
| Annual return | 3.41% | 13.85%-10.4pp | 14.36%-10.9pp | 202.70%-199.3pp |
| Employer contribution / active EE | $937 | $4,088-77.1% | $3,378-72.3% | $5,055-81.5% |
| Participant deferral / active EE | $2,343 | $5,579-58.0% | $4,919-52.4% | $6,977-66.4% |
| Admin fee / account holder | $16,349 | $16,730-2.3% | $13,697+19.4% | $19,030-14.1% |