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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 | $14,210 | $81,504-82.6% | $102,437-86.1% | $80,959-82.4% |
| Participation rate | 41.9% | 66.9%-25.0pp | 74.5%-32.6pp | 67.7%-25.8pp |
| Annual return | 15.07% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $596 | $3,104-80.8% | $3,871-84.6% | $2,757-78.4% |
| Participant deferral / active EE | $1,630 | $3,871-57.9% | $5,060-67.8% | $4,300-62.1% |
| Admin fee / account holder | $2,051 | $6,719-69.5% | $8,388-75.5% | $6,925-70.4% |