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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 | $23,624 | $67,602-65.1% | $82,312-71.3% | $70,126-66.3% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 15.16% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $250 | $1,755-85.8% | $2,428-89.7% | $2,343-89.3% |
| Participant deferral / active EE | $1,798 | $2,987-39.8% | $3,706-51.5% | $3,332-46.0% |
| Admin fee / account holder | $1,088 | $4,512-75.9% | $5,608-80.6% | $4,645-76.6% |