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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 | $19,393 | $60,349-67.9% | $74,184-73.9% | $62,881-69.2% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 9.15% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $133 | $1,680-92.1% | $2,370-94.4% | $2,281-94.2% |
| Participant deferral / active EE | $1,537 | $2,856-46.2% | $3,550-56.7% | $3,203-52.0% |
| Admin fee / account holder | $2,160 | $4,261-49.3% | $5,586-61.3% | $4,296-49.7% |