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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 | $25,213 | $80,332-68.6% | $107,187-76.5% | $64,097-60.7% |
| Participation rate | 16.1% | 54.4%-38.3pp | 75.0%-58.9pp | 55.2%-39.1pp |
| Annual return | 17.07% | 24.26%-7.2pp | 204.55%-187.5pp | 34.64%-17.6pp |
| Employer contribution / active EE | $383 | $2,501-84.7% | $3,782-89.9% | $1,891-79.7% |
| Participant deferral / active EE | $1,336 | $3,109-57.0% | $5,096-73.8% | $3,080-56.6% |
| Admin fee / account holder | $2,009 | $4,314-53.4% | $9,162-78.1% | $3,454-41.8% |