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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 | $16,135 | $50,947-68.3% | $74,551-78.4% | $64,173-74.9% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.1%-29.7pp | 69.6%-30.1pp |
| Annual return | 12.43% | -1.85%+14.3pp | 32.53%-20.1pp | 7.63%+4.8pp |
| Employer contribution / active EE | $183 | $1,115-83.6% | $1,961-90.7% | $2,381-92.3% |
| Participant deferral / active EE | $2,118 | $2,302-8.0% | $3,108-31.9% | $3,470-39.0% |
| Admin fee / account holder | $1,017 | $4,221-75.9% | $5,059-79.9% | $4,887-79.2% |