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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 | $16,713 | $58,851-71.6% | $115,167-85.5% | $72,976-77.1% |
| Participation rate | 54.3% | 65.5%-11.2pp | 75.9%-21.6pp | 69.5%-15.2pp |
| Annual return | 22.92% | 23.16%-0.2pp | 35.60%-12.7pp | 81.02%-58.1pp |
| Employer contribution / active EE | $191 | $1,798-89.4% | $3,179-94.0% | $2,440-92.2% |
| Participant deferral / active EE | $1,432 | $2,643-45.8% | $4,169-65.7% | $3,608-60.3% |
| Admin fee / account holder | $2,662 | $6,370-58.2% | $7,089-62.5% | $5,124-48.1% |