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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 | $19,525 | $69,977-72.1% | $108,582-82.0% | $62,881-68.9% |
| Participation rate | 68.2% | 72.9%-4.7pp | 79.6%-11.4pp | 69.3%-1.1pp |
| Annual return | 6.39% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $124 | $2,135-94.2% | $3,758-96.7% | $2,281-94.6% |
| Participant deferral / active EE | $1,785 | $3,165-43.6% | $4,311-58.6% | $3,203-44.3% |
| Admin fee / account holder | $2,890 | $5,076-43.1% | $7,645-62.2% | $4,296-32.7% |