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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 | $16,589 | $88,707-81.3% | $74,184-77.6% | $273,972-93.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 6.42% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $365 | $3,159-88.5% | $2,370-84.6% | $4,869-92.5% |
| Participant deferral / active EE | $1,507 | $4,212-64.2% | $3,550-57.5% | $5,287-71.5% |
| Admin fee / account holder | $702 | $8,717-91.9% | $5,586-87.4% | $10,133-93.1% |