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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 | $19,815 | $88,672-77.7% | $105,223-81.2% | $82,448-76.0% |
| Participation rate | 24.1% | 67.9%-43.8pp | 75.0%-50.9pp | 68.1%-44.0pp |
| Annual return | 14.55% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $419 | $3,048-86.2% | $3,689-88.6% | $2,551-83.6% |
| Participant deferral / active EE | $1,758 | $4,036-56.4% | $5,072-65.3% | $4,139-57.5% |
| Admin fee / account holder | $3,419 | $7,146-52.2% | $8,859-61.4% | $7,234-52.7% |