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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 | $15,391 | $72,269-78.7% | $101,271-84.8% | $79,852-80.7% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 18.41% | 22.29%-3.9pp | 46.48%-28.1pp | 31.72%-13.3pp |
| Employer contribution / active EE | $406 | $2,692-84.9% | $3,660-88.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,178 | $3,282-33.6% | $4,371-50.2% | $3,740-41.8% |
| Admin fee / account holder | $736 | $4,401-83.3% | $5,948-87.6% | $5,306-86.1% |