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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 | $83,898-79.1% | $133,346-86.8% | $94,015-81.3% |
| Participation rate | 21.2% | 63.4%-42.1pp | 72.8%-51.6pp | 70.8%-49.6pp |
| Annual return | 20.14% | 16.00%+4.1pp | 36.85%-16.7pp | 17.84%+2.3pp |
| Employer contribution / active EE | $245 | $1,821-86.5% | $2,853-91.4% | $2,790-91.2% |
| Participant deferral / active EE | $1,540 | $3,245-52.5% | $4,332-64.5% | $4,249-63.8% |
| Admin fee / account holder | $3,536 | $7,809-54.7% | $14,264-75.2% | $8,951-60.5% |