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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 | $19,136 | $81,457-76.5% | $103,378-81.5% | $80,911-76.3% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 11.21% | 25.58%-14.4pp | 24.91%-13.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $780 | $3,107-74.9% | $3,870-79.8% | $2,756-71.7% |
| Participant deferral / active EE | $1,655 | $3,871-57.2% | $5,058-67.3% | $4,297-61.5% |
| Admin fee / account holder | $842 | $6,717-87.5% | $8,401-90.0% | $6,935-87.9% |