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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 | $14,034 | $63,156-77.8% | $122,354-88.5% | $62,293-77.5% |
| Participation rate | 33.0% | 60.0%-27.0pp | 71.6%-38.6pp | 69.5%-36.5pp |
| Annual return | 16.98% | 20.61%-3.6pp | 30.28%-13.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $310 | $1,385-77.6% | $4,051-92.4% | $2,042-84.8% |
| Participant deferral / active EE | $964 | $2,321-58.5% | $3,287-70.7% | $3,169-69.6% |
| Admin fee / account holder | $2,352 | $440+434.7% | $5,479-57.1% | $479+390.7% |