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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 | $16,958 | $60,349-71.9% | $74,184-77.1% | $62,881-73.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 38.75% | 21.38%+17.4pp | 17.74%+21.0pp | 20.14%+18.6pp |
| Employer contribution / active EE | $83 | $1,680-95.1% | $2,370-96.5% | $2,281-96.4% |
| Participant deferral / active EE | $1,355 | $2,856-52.6% | $3,550-61.8% | $3,203-57.7% |
| Admin fee / account holder | $6,087 | $4,261+42.9% | $5,586+9.0% | $4,296+41.7% |