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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 | $23,441 | $67,606-65.3% | $82,313-71.5% | $70,124-66.6% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.9pp |
| Annual return | 16.87% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $125 | $1,755-92.9% | $2,428-94.9% | $2,342-94.7% |
| Participant deferral / active EE | $1,952 | $2,987-34.7% | $3,706-47.3% | $3,332-41.4% |
| Admin fee / account holder | $1,767 | $4,512-60.8% | $5,608-68.5% | $4,645-62.0% |