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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 | $19,164 | $80,748-76.3% | $102,383-81.3% | $74,429-74.3% |
| Participation rate | 60.6% | 65.7%-5.1pp | 74.5%-13.9pp | 67.2%-6.6pp |
| Annual return | 14.52% | 27.57%-13.1pp | 24.94%-10.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $380 | $3,159-88.0% | $3,870-90.2% | $2,625-85.5% |
| Participant deferral / active EE | $1,674 | $3,861-56.6% | $5,060-66.9% | $4,348-61.5% |
| Admin fee / account holder | $3,422 | $2,371+44.3% | $8,391-59.2% | $1,944+76.0% |