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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 | $19,598 | $65,027-69.9% | $90,970-78.5% | $79,852-75.5% |
| Participation rate | 45.2% | 61.6%-16.4pp | 69.0%-23.9pp | 69.6%-24.5pp |
| Annual return | 19.07% | 30.45%-11.4pp | 134.58%-115.5pp | 31.72%-12.7pp |
| Employer contribution / active EE | $247 | $1,247-80.2% | $2,122-88.4% | $2,471-90.0% |
| Participant deferral / active EE | $1,365 | $2,512-45.7% | $3,373-59.5% | $3,740-63.5% |
| Admin fee / account holder | $345 | $4,535-92.4% | $5,960-94.2% | $5,306-93.5% |