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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 | $18,998 | $88,672-78.6% | $105,223-81.9% | $82,448-77.0% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 15.24% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $275 | $3,048-91.0% | $3,689-92.5% | $2,551-89.2% |
| Participant deferral / active EE | $1,943 | $4,036-51.9% | $5,072-61.7% | $4,139-53.1% |
| Admin fee / account holder | $518 | $7,146-92.7% | $8,859-94.1% | $7,234-92.8% |