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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 | $12,076 | $61,356-80.3% | $149,696-91.9% | $71,511-83.1% |
| Participation rate | 21.8% | 62.5%-40.7pp | 78.8%-57.0pp | 67.9%-46.1pp |
| Annual return | 22.79% | 35.86%-13.1pp | 134.46%-111.7pp | 28.86%-6.1pp |
| Employer contribution / active EE | $172 | $2,382-92.8% | $4,821-96.4% | $2,589-93.3% |
| Participant deferral / active EE | $1,852 | $2,920-36.6% | $5,682-67.4% | $4,291-56.8% |
| Admin fee / account holder | $2,602 | $1,263+106.0% | $13,212-80.3% | $1,588+63.8% |