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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 | $20,122 | $78,423-74.3% | $95,964-79.0% | $79,856-74.8% |
| Participation rate | 69.4% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.2pp |
| Annual return | 10.86% | 19.37%-8.5pp | 91.64%-80.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $104 | $1,945-94.7% | $2,541-95.9% | $2,471-95.8% |
| Participant deferral / active EE | $4,136 | $3,440+20.2% | $4,167-0.7% | $3,741+10.6% |
| Admin fee / account holder | $3,609 | $5,622-35.8% | $6,797-46.9% | $5,306-32.0% |