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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 | $15,858 | $73,955-78.6% | $96,520-83.6% | $75,181-78.9% |
| Participation rate | 57.4% | 66.4%-9.0pp | 74.3%-16.9pp | 67.2%-9.8pp |
| Annual return | 16.57% | 26.72%-10.1pp | 35.72%-19.1pp | 160.69%-144.1pp |
| Employer contribution / active EE | $268 | $2,930-90.9% | $3,739-92.8% | $2,671-90.0% |
| Participant deferral / active EE | $2,465 | $3,659-32.7% | $4,879-49.5% | $4,126-40.3% |
| Admin fee / account holder | $538 | $5,217-89.7% | $6,733-92.0% | $5,650-90.5% |