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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 | $21,360 | $87,060-75.5% | $105,591-79.8% | $80,911-73.6% |
| Participation rate | 41.5% | 70.4%-28.9pp | 75.3%-33.8pp | 67.6%-26.1pp |
| Annual return | 13.15% | 17.05%-3.9pp | 116.43%-103.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $496 | $2,396-79.3% | $3,166-84.3% | $2,756-82.0% |
| Participant deferral / active EE | $2,403 | $3,986-39.7% | $5,008-52.0% | $4,297-44.1% |
| Admin fee / account holder | $4,902 | $8,442-41.9% | $11,024-55.5% | $6,935-29.3% |