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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 | $14,915 | $60,349-75.3% | $74,184-79.9% | $62,881-76.3% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 5.59% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $131 | $1,680-92.2% | $2,370-94.5% | $2,281-94.3% |
| Participant deferral / active EE | $1,309 | $2,856-54.2% | $3,550-63.1% | $3,203-59.1% |
| Admin fee / account holder | $4,673 | $4,261+9.7% | $5,586-16.3% | $4,296+8.8% |