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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 | $14,770 | $76,551-80.7% | $123,894-88.1% | $62,881-76.5% |
| Participation rate | 47.2% | 73.0%-25.8pp | 81.4%-34.2pp | 69.3%-22.1pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $385 | $2,882-86.6% | $4,617-91.7% | $2,281-83.1% |
| Participant deferral / active EE | $2,191 | $4,840-54.7% | $5,984-63.4% | $3,203-31.6% |
| Admin fee / account holder | $1,388 | $4,826-71.2% | $8,357-83.4% | $4,296-67.7% |