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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 | $17,548 | $76,834-77.2% | $108,359-83.8% | $87,485-79.9% |
| Participation rate | 21.2% | 61.7%-40.5pp | 70.1%-48.9pp | 68.9%-47.7pp |
| Annual return | 20.14% | 19.09%+1.0pp | 36.89%-16.8pp | 26.06%-5.9pp |
| Employer contribution / active EE | $245 | $1,556-84.2% | $2,399-89.8% | $2,596-90.5% |
| Participant deferral / active EE | $1,540 | $3,100-50.3% | $4,137-62.8% | $4,274-64.0% |
| Admin fee / account holder | $3,536 | $6,537-45.9% | $9,741-63.7% | $7,775-54.5% |