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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 | $21,951 | $78,428-72.0% | $95,960-77.1% | $79,852-72.5% |
| Participation rate | 37.5% | 73.5%-36.0pp | 77.1%-39.6pp | 69.6%-32.1pp |
| Annual return | 15.87% | 19.37%-3.5pp | 91.63%-75.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $100 | $1,945-94.9% | $2,541-96.1% | $2,471-96.0% |
| Participant deferral / active EE | $5,090 | $3,440+48.0% | $4,167+22.2% | $3,740+36.1% |
| Admin fee / account holder | $6,164 | $5,622+9.6% | $6,797-9.3% | $5,306+16.2% |