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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 | $15,246 | $90,400-83.1% | $186,193-91.8% | $87,485-82.6% |
| Participation rate | 42.2% | 66.2%-24.0pp | 77.1%-34.9pp | 68.9%-26.7pp |
| Annual return | 18.44% | 22.15%-3.7pp | 78.03%-59.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $33 | $2,170-98.5% | $3,918-99.2% | $2,596-98.7% |
| Participant deferral / active EE | $1,978 | $4,330-54.3% | $6,513-69.6% | $4,274-53.7% |
| Admin fee / account holder | $2,024 | $8,673-76.7% | $11,058-81.7% | $7,775-74.0% |