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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 | $19,406 | $81,446-76.2% | $103,374-81.2% | $80,874-76.0% |
| Participation rate | 44.7% | 66.9%-22.1pp | 74.5%-29.8pp | 67.6%-22.9pp |
| Annual return | 11.59% | 25.57%-14.0pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $649 | $3,107-79.1% | $3,869-83.2% | $2,756-76.4% |
| Participant deferral / active EE | $1,725 | $3,870-55.4% | $5,058-65.9% | $4,297-59.9% |
| Admin fee / account holder | $1,713 | $6,715-74.5% | $8,394-79.6% | $6,935-75.3% |