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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 | $16,239 | $78,423-79.3% | $95,964-83.1% | $79,856-79.7% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.5pp | 69.6%-4.0pp |
| Annual return | 13.45% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $382 | $1,945-80.4% | $2,541-85.0% | $2,471-84.5% |
| Participant deferral / active EE | $1,572 | $3,440-54.3% | $4,167-62.3% | $3,741-58.0% |
| Admin fee / account holder | $1,629 | $5,622-71.0% | $6,797-76.0% | $5,306-69.3% |