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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 | $18,836 | $80,983-76.7% | $96,544-80.5% | $75,177-74.9% |
| Participation rate | 57.5% | 71.8%-14.3pp | 76.0%-18.5pp | 67.2%-9.7pp |
| Annual return | 13.40% | 27.05%-13.7pp | 25.88%-12.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $554 | $2,282-75.7% | $2,966-81.3% | $2,671-79.3% |
| Participant deferral / active EE | $1,855 | $3,929-52.8% | $4,851-61.8% | $4,126-55.0% |
| Admin fee / account holder | $871 | $6,717-87.0% | $8,254-89.5% | $5,651-84.6% |