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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 | $19,855 | $106,749-81.4% | $145,433-86.3% | $82,448-75.9% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 18.74% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $67 | $3,444-98.0% | $4,554-98.5% | $2,551-97.4% |
| Participant deferral / active EE | $2,907 | $6,519-55.4% | $7,897-63.2% | $4,139-29.8% |
| Admin fee / account holder | $1,733 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |