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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 | $17,291 | $62,583-72.4% | $76,767-77.5% | $64,173-73.1% |
| Participation rate | 34.4% | 72.8%-38.4pp | 77.0%-42.6pp | 69.6%-35.2pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $162 | $1,832-91.2% | $2,485-93.5% | $2,381-93.2% |
| Participant deferral / active EE | $1,673 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $2,361 | $4,667-49.4% | $6,675-64.6% | $4,887-51.7% |