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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 | $23,769 | $67,602-64.8% | $82,312-71.1% | $70,126-66.1% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 14.96% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $57 | $1,755-96.8% | $2,428-97.7% | $2,343-97.6% |
| Participant deferral / active EE | $1,481 | $2,987-50.4% | $3,706-60.0% | $3,332-55.5% |
| Admin fee / account holder | $3,501 | $4,512-22.4% | $5,608-37.6% | $4,645-24.6% |