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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 | $17,553 | $136,307-87.1% | $106,619-83.5% | $273,972-93.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 3.54% | 11.05%-7.5pp | 9.42%-5.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $671 | $5,190-87.1% | $3,947-83.0% | $4,869-86.2% |
| Participant deferral / active EE | $1,730 | $4,969-65.2% | $3,930-56.0% | $5,287-67.3% |
| Admin fee / account holder | $21,967 | $8,625+154.7% | $6,418+242.3% | $10,133+116.8% |