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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 | $16,872 | $71,197-76.3% | $93,669-82.0% | $80,925-79.2% |
| Participation rate | 47.2% | 60.4%-13.2pp | 68.7%-21.5pp | 67.7%-20.4pp |
| Annual return | 14.01% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $301 | $1,565-80.8% | $2,424-87.6% | $2,756-89.1% |
| Participant deferral / active EE | $1,726 | $4,036-57.2% | $4,416-60.9% | $4,299-59.8% |
| Admin fee / account holder | $2,209 | $6,959-68.3% | $8,291-73.4% | $6,940-68.2% |