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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 | $15,545 | $71,215-78.2% | $93,696-83.4% | $80,935-80.8% |
| Participation rate | 32.7% | 60.4%-27.7pp | 68.7%-36.1pp | 67.7%-35.0pp |
| Annual return | 10.16% | 11.27%-1.1pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $151 | $1,565-90.3% | $2,422-93.8% | $2,757-94.5% |
| Participant deferral / active EE | $1,630 | $4,037-59.6% | $4,417-63.1% | $4,299-62.1% |
| Admin fee / account holder | $3,936 | $6,958-43.4% | $8,287-52.5% | $6,924-43.2% |