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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 | $17,836 | $65,034-72.6% | $90,970-80.4% | $79,856-77.7% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.0%-13.1pp | 69.6%-13.8pp |
| Annual return | 18.07% | 30.45%-12.4pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $235 | $1,247-81.2% | $2,122-88.9% | $2,471-90.5% |
| Participant deferral / active EE | $1,818 | $2,512-27.6% | $3,373-46.1% | $3,741-51.4% |
| Admin fee / account holder | $427 | $4,536-90.6% | $5,961-92.8% | $5,306-92.0% |