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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 | $20,919 | $60,349-65.3% | $74,184-71.8% | $62,881-66.7% |
| Participation rate | 48.6% | 72.7%-24.1pp | 76.6%-28.0pp | 69.3%-20.7pp |
| Annual return | 6.21% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $249 | $1,680-85.2% | $2,370-89.5% | $2,281-89.1% |
| Participant deferral / active EE | $1,486 | $2,856-48.0% | $3,550-58.1% | $3,203-53.6% |
| Admin fee / account holder | $4,054 | $4,261-4.9% | $5,586-27.4% | $4,296-5.6% |