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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 | $21,339 | $81,504-73.8% | $102,437-79.2% | $80,959-73.6% |
| Participation rate | 43.3% | 66.9%-23.5pp | 74.5%-31.2pp | 67.7%-24.3pp |
| Annual return | 11.28% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $606 | $3,104-80.5% | $3,871-84.3% | $2,757-78.0% |
| Participant deferral / active EE | $1,947 | $3,871-49.7% | $5,060-61.5% | $4,300-54.7% |
| Admin fee / account holder | $455 | $6,719-93.2% | $8,388-94.6% | $6,925-93.4% |