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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 | $18,199 | $65,364-72.2% | $92,909-80.4% | $72,975-75.1% |
| Participation rate | 17.9% | 68.3%-50.5pp | 76.0%-58.1pp | 69.5%-51.6pp |
| Annual return | 31.46% | 42.11%-10.6pp | 109.44%-78.0pp | 81.01%-49.6pp |
| Employer contribution / active EE | $288 | $2,594-88.9% | $3,653-92.1% | $2,440-88.2% |
| Participant deferral / active EE | $1,686 | $3,128-46.1% | $4,238-60.2% | $3,608-53.3% |
| Admin fee / account holder | $1,021 | $4,251-76.0% | $5,795-82.4% | $5,124-80.1% |