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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 | $16,928 | $109,359-84.5% | $162,177-89.6% | $72,975-76.8% |
| Participation rate | 62.9% | 84.3%-21.4pp | 87.6%-24.7pp | 69.5%-6.6pp |
| Annual return | 21.78% | 25.46%-3.7pp | 115.60%-93.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $821 | $3,907-79.0% | $5,613-85.4% | $2,440-66.4% |
| Participant deferral / active EE | $3,293 | $5,481-39.9% | $7,297-54.9% | $3,608-8.7% |
| Admin fee / account holder | $1,281 | $7,972-83.9% | $10,843-88.2% | $5,124-75.0% |