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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 | $19,405 | $79,779-75.7% | $153,741-87.4% | $74,478-73.9% |
| Participation rate | 59.7% | 69.9%-10.2pp | 77.1%-17.4pp | 67.2%-7.5pp |
| Annual return | 12.74% | 15.08%-2.3pp | 15.71%-3.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $808 | $4,026-79.9% | $5,042-84.0% | $2,626-69.3% |
| Participant deferral / active EE | $3,406 | $5,329-36.1% | $6,757-49.6% | $4,350-21.7% |
| Admin fee / account holder | $4,497 | $1,761+155.4% | $12,749-64.7% | $1,946+131.1% |