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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 | $16,333 | $86,940-81.2% | $102,434-84.1% | $80,935-79.8% |
| Participation rate | 19.2% | 72.4%-53.2pp | 76.5%-57.3pp | 67.7%-48.4pp |
| Annual return | 13.23% | 18.89%-5.7pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $91 | $2,370-96.2% | $3,023-97.0% | $2,757-96.7% |
| Participant deferral / active EE | $2,201 | $4,121-46.6% | $5,055-56.5% | $4,299-48.8% |
| Admin fee / account holder | $2,927 | $8,047-63.6% | $9,462-69.1% | $6,924-57.7% |