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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 | $18,898 | $102,429-81.6% | $147,096-87.2% | $80,925-76.6% |
| Participation rate | 46.9% | 75.9%-29.0pp | 82.2%-35.3pp | 67.7%-20.8pp |
| Annual return | 14.15% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $817 | $3,716-78.0% | $4,936-83.4% | $2,756-70.4% |
| Participant deferral / active EE | $3,730 | $6,649-43.9% | $8,071-53.8% | $4,299-13.2% |
| Admin fee / account holder | $3,951 | $7,957-50.3% | $13,005-69.6% | $6,940-43.1% |