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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 | $19,746 | $74,089-73.3% | $133,975-85.3% | $55,167-64.2% |
| Participation rate | 42.9% | 84.3%-41.4pp | 87.1%-44.2pp | 69.0%-26.1pp |
| Annual return | 8.21% | 12.11%-3.9pp | 29.29%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $721 | $3,064-76.5% | $5,211-86.2% | $1,963-63.3% |
| Participant deferral / active EE | $2,578 | $4,678-44.9% | $6,282-59.0% | $3,054-15.6% |
| Admin fee / account holder | $507 | $458+10.8% | $9,324-94.6% | $504+0.7% |