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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 | $21,774 | $65,027-66.5% | $90,970-76.1% | $79,852-72.7% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.6pp |
| Annual return | 10.21% | 30.45%-20.2pp | 134.58%-124.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $77 | $1,247-93.8% | $2,122-96.4% | $2,471-96.9% |
| Participant deferral / active EE | $1,537 | $2,512-38.8% | $3,373-54.4% | $3,740-58.9% |
| Admin fee / account holder | $1,727 | $4,535-61.9% | $5,960-71.0% | $5,306-67.4% |