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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 | $20,457 | $54,541-62.5% | $78,778-74.0% | $70,124-70.8% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.2%-38.6pp | 69.5%-38.9pp |
| Annual return | 14.38% | 21.07%-6.7pp | 35.62%-21.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $141 | $1,089-87.0% | $1,986-92.9% | $2,342-94.0% |
| Participant deferral / active EE | $1,073 | $2,210-51.4% | $2,958-63.7% | $3,332-67.8% |
| Admin fee / account holder | $4,814 | $3,709+29.8% | $5,134-6.2% | $4,645+3.6% |