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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 | $20,167 | $58,828-65.7% | $78,002-74.1% | $62,881-67.9% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 7.61% | 17.16%-9.6pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $193 | $1,672-88.5% | $2,470-92.2% | $2,281-91.5% |
| Participant deferral / active EE | $1,313 | $2,686-51.1% | $3,497-62.5% | $3,203-59.0% |
| Admin fee / account holder | $1,116 | $4,393-74.6% | $5,481-79.6% | $4,296-74.0% |