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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 | $14,914 | $49,025-69.6% | $87,502-83.0% | $62,881-76.3% |
| Participation rate | 45.2% | 64.9%-19.7pp | 73.8%-28.7pp | 69.3%-24.1pp |
| Annual return | 8.01% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $184 | $1,372-86.6% | $2,550-92.8% | $2,281-91.9% |
| Participant deferral / active EE | $2,490 | $2,289+8.8% | $3,149-20.9% | $3,203-22.2% |
| Admin fee / account holder | $1,241 | $4,065-69.5% | $4,221-70.6% | $4,296-71.1% |