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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 | $15,537 | $58,828-73.6% | $78,002-80.1% | $62,881-75.3% |
| Participation rate | 60.5% | 71.1%-10.6pp | 75.5%-15.1pp | 69.3%-8.8pp |
| Annual return | 5.93% | 17.16%-11.2pp | 425.99%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $175 | $1,672-89.5% | $2,470-92.9% | $2,281-92.3% |
| Participant deferral / active EE | $1,387 | $2,686-48.4% | $3,497-60.3% | $3,203-56.7% |
| Admin fee / account holder | $2,887 | $4,393-34.3% | $5,481-47.3% | $4,296-32.8% |