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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 | $17,556 | $60,349-70.9% | $74,184-76.3% | $62,881-72.1% |
| Participation rate | 43.8% | 72.7%-28.9pp | 76.6%-32.8pp | 69.3%-25.5pp |
| Annual return | 7.97% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $294 | $1,680-82.5% | $2,370-87.6% | $2,281-87.1% |
| Participant deferral / active EE | $1,629 | $2,856-43.0% | $3,550-54.1% | $3,203-49.2% |
| Admin fee / account holder | $3,340 | $4,261-21.6% | $5,586-40.2% | $4,296-22.2% |