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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 | $18,249 | $81,504-77.6% | $102,437-82.2% | $80,959-77.5% |
| Participation rate | 51.1% | 66.9%-15.8pp | 74.5%-23.4pp | 67.7%-16.6pp |
| Annual return | 11.28% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $707 | $3,104-77.2% | $3,871-81.7% | $2,757-74.3% |
| Participant deferral / active EE | $2,108 | $3,871-45.5% | $5,060-58.3% | $4,300-51.0% |
| Admin fee / account holder | $3,037 | $6,719-54.8% | $8,388-63.8% | $6,925-56.1% |