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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 | $22,724 | $87,059-73.9% | $105,608-78.5% | $80,925-71.9% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.7%-6.1pp |
| Annual return | 12.49% | 17.05%-4.6pp | 116.50%-104.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $574 | $2,396-76.1% | $3,167-81.9% | $2,756-79.2% |
| Participant deferral / active EE | $2,537 | $3,986-36.4% | $5,010-49.4% | $4,299-41.0% |
| Admin fee / account holder | $19,661 | $8,443+132.9% | $11,028+78.3% | $6,940+183.3% |