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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 | $19,140 | $51,708-63.0% | $106,619-82.0% | $62,881-69.6% |
| Participation rate | 57.9% | 66.9%-9.0pp | 78.0%-20.1pp | 69.3%-11.4pp |
| Annual return | 9.35% | 4.69%+4.7pp | 9.42%-0.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $362 | $1,764-79.5% | $3,947-90.8% | $2,281-84.1% |
| Participant deferral / active EE | $1,075 | $2,315-53.6% | $3,930-72.6% | $3,203-66.4% |
| Admin fee / account holder | $1,504 | $3,349-55.1% | $6,418-76.6% | $4,296-65.0% |