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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 | $15,886 | $56,894-72.1% | $84,753-81.3% | $62,881-74.7% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 5.09% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $311 | $2,400-87.0% | $3,574-91.3% | $2,281-86.3% |
| Participant deferral / active EE | $1,567 | $2,709-42.2% | $3,712-57.8% | $3,203-51.1% |
| Admin fee / account holder | $2,763 | $3,581-22.8% | $5,333-48.2% | $4,296-35.7% |