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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 | $20,042 | $60,349-66.8% | $74,184-73.0% | $62,881-68.1% |
| Participation rate | 48.8% | 72.7%-23.9pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 6.35% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $266 | $1,680-84.1% | $2,370-88.8% | $2,281-88.3% |
| Participant deferral / active EE | $1,479 | $2,856-48.2% | $3,550-58.3% | $3,203-53.8% |
| Admin fee / account holder | $3,126 | $4,261-26.6% | $5,586-44.0% | $4,296-27.2% |