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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 | $17,094 | $88,672-80.7% | $105,223-83.8% | $82,448-79.3% |
| Participation rate | 40.9% | 67.9%-27.0pp | 75.0%-34.1pp | 68.1%-27.2pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $480 | $3,048-84.3% | $3,689-87.0% | $2,551-81.2% |
| Participant deferral / active EE | $1,945 | $4,036-51.8% | $5,072-61.6% | $4,139-53.0% |
| Admin fee / account holder | $3,153 | $7,146-55.9% | $8,859-64.4% | $7,234-56.4% |