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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 | $12,209 | $78,707-84.5% | $117,861-89.6% | $70,126-82.6% |
| Participation rate | 44.7% | 73.2%-28.5pp | 79.7%-35.0pp | 69.5%-24.9pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $418 | $2,223-81.2% | $3,786-89.0% | $2,343-82.2% |
| Participant deferral / active EE | $2,006 | $3,297-39.2% | $4,482-55.2% | $3,332-39.8% |
| Admin fee / account holder | $1,677 | $5,066-66.9% | $8,021-79.1% | $4,645-63.9% |