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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 | $17,641 | $72,486-75.7% | $87,103-79.7% | $72,976-75.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 16.04% | 24.46%-8.4pp | 28.19%-12.2pp | 81.02%-65.0pp |
| Employer contribution / active EE | $240 | $1,894-87.3% | $2,521-90.5% | $2,440-90.2% |
| Participant deferral / active EE | $1,497 | $3,270-54.2% | $4,049-63.0% | $3,608-58.5% |
| Admin fee / account holder | $3,491 | $5,055-30.9% | $7,491-53.4% | $5,124-31.9% |