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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 | $16,051 | $60,349-73.4% | $74,184-78.4% | $62,881-74.5% |
| Participation rate | 64.4% | 72.7%-8.3pp | 76.6%-12.2pp | 69.3%-4.9pp |
| Annual return | 5.10% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $234 | $1,680-86.1% | $2,370-90.1% | $2,281-89.7% |
| Participant deferral / active EE | $1,634 | $2,856-42.8% | $3,550-54.0% | $3,203-49.0% |
| Admin fee / account holder | $1,740 | $4,261-59.2% | $5,586-68.9% | $4,296-59.5% |