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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 | $17,426 | $76,551-77.2% | $123,894-85.9% | $62,881-72.3% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | 12.37% | 18.68%-6.3pp | 47.52%-35.1pp | 20.14%-7.8pp |
| Employer contribution / active EE | $379 | $2,882-86.9% | $4,617-91.8% | $2,281-83.4% |
| Participant deferral / active EE | $2,465 | $4,840-49.1% | $5,984-58.8% | $3,203-23.0% |
| Admin fee / account holder | $1,075 | $4,826-77.7% | $8,357-87.1% | $4,296-75.0% |