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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 | $19,249 | $83,485-76.9% | $125,195-84.6% | $72,976-73.6% |
| Participation rate | 47.3% | 73.3%-26.0pp | 79.8%-32.5pp | 69.5%-22.2pp |
| Annual return | 24.28% | 25.77%-1.5pp | 43.79%-19.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $441 | $2,346-81.2% | $3,866-88.6% | $2,440-81.9% |
| Participant deferral / active EE | $2,353 | $3,586-34.4% | $4,937-52.3% | $3,608-34.8% |
| Admin fee / account holder | $1,447 | $5,518-73.8% | $9,704-85.1% | $5,124-71.8% |