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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 | $16,822 | $81,504-79.4% | $102,437-83.6% | $80,959-79.2% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 10.54% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $499 | $3,104-83.9% | $3,871-87.1% | $2,757-81.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,646 | $6,719-1.1% | $8,388-20.8% | $6,925-4.0% |