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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 | $16,365 | $76,551-78.6% | $123,894-86.8% | $62,881-74.0% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 9.05% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $442 | $2,882-84.7% | $4,617-90.4% | $2,281-80.6% |
| Participant deferral / active EE | $2,548 | $4,840-47.4% | $5,984-57.4% | $3,203-20.4% |
| Admin fee / account holder | $1,079 | $4,826-77.6% | $8,357-87.1% | $4,296-74.9% |