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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 | $22,745 | $78,707-71.1% | $117,861-80.7% | $70,126-67.6% |
| Participation rate | 56.5% | 73.2%-16.7pp | 79.7%-23.2pp | 69.5%-13.1pp |
| Annual return | 15.17% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $258 | $2,223-88.4% | $3,786-93.2% | $2,343-89.0% |
| Participant deferral / active EE | $1,731 | $3,297-47.5% | $4,482-61.4% | $3,332-48.1% |
| Admin fee / account holder | $7,980 | $5,066+57.5% | $8,021-0.5% | $4,645+71.8% |