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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 | $24,368 | $163,687-85.1% | $108,745-77.6% | $273,972-91.1% |
| Participation rate | 56.3% | 82.3%-26.1pp | 77.7%-21.4pp | 83.0%-26.8pp |
| Annual return | 5.45% | 31.16%-25.7pp | 46.22%-40.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $322 | $4,711-93.2% | $3,323-90.3% | $4,869-93.4% |
| Participant deferral / active EE | $2,225 | $7,155-68.9% | $5,121-56.5% | $5,287-57.9% |
| Admin fee / account holder | $1,229 | $12,890-90.5% | $6,144-80.0% | $10,133-87.9% |