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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 | $21,547 | $60,349-64.3% | $74,184-71.0% | $62,881-65.7% |
| Participation rate | 57.7% | 72.7%-15.0pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 5.94% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $333 | $1,680-80.2% | $2,370-86.0% | $2,281-85.4% |
| Participant deferral / active EE | $1,563 | $2,856-45.3% | $3,550-56.0% | $3,203-51.2% |
| Admin fee / account holder | $930 | $4,261-78.2% | $5,586-83.4% | $4,296-78.4% |