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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 | $18,348 | $60,349-69.6% | $74,184-75.3% | $62,881-70.8% |
| Participation rate | 39.5% | 72.7%-33.2pp | 76.6%-37.1pp | 69.3%-29.8pp |
| Annual return | 10.01% | 21.38%-11.4pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $305 | $1,680-81.8% | $2,370-87.1% | $2,281-86.6% |
| Participant deferral / active EE | $1,664 | $2,856-41.7% | $3,550-53.1% | $3,203-48.1% |
| Admin fee / account holder | $393 | $4,261-90.8% | $5,586-93.0% | $4,296-90.8% |