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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 | $14,317 | $52,580-72.8% | $71,671-80.0% | $70,126-79.6% |
| Participation rate | 41.2% | 60.9%-19.6pp | 68.7%-27.5pp | 69.5%-28.3pp |
| Annual return | 14.34% | 20.25%-5.9pp | 20.65%-6.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $117 | $1,616-92.8% | $2,460-95.3% | $2,343-95.0% |
| Participant deferral / active EE | $1,611 | $2,386-32.5% | $3,438-53.2% | $3,332-51.7% |
| Admin fee / account holder | $3,618 | $3,653-0.9% | $5,558-34.9% | $4,645-22.1% |