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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 | $16,736 | $81,504-79.5% | $102,437-83.7% | $80,959-79.3% |
| Participation rate | 51.9% | 66.9%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 22.63% | 25.60%-3.0pp | 24.95%-2.3pp | 35.67%-13.0pp |
| Employer contribution / active EE | $14 | $3,104-99.6% | $3,871-99.7% | $2,757-99.5% |
| Participant deferral / active EE | $2,751 | $3,871-28.9% | $5,060-45.6% | $4,300-36.0% |
| Admin fee / account holder | $1,216 | $6,719-81.9% | $8,388-85.5% | $6,925-82.4% |