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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 | $21,189 | $88,360-76.0% | $145,433-85.4% | $67,986-68.8% |
| Participation rate | 45.7% | 65.5%-19.8pp | 82.1%-36.4pp | 57.2%-11.5pp |
| Annual return | 15.99% | 63.15%-47.2pp | 66.58%-50.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $345 | $3,054-88.7% | $4,554-92.4% | $2,019-82.9% |
| Participant deferral / active EE | $1,564 | $5,932-73.6% | $7,897-80.2% | $3,358-53.4% |
| Admin fee / account holder | $3,500 | $3,313+5.6% | $13,129-73.3% | $3,203+9.3% |