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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 | $12,551 | $71,197-82.4% | $93,669-86.6% | $80,925-84.5% |
| Participation rate | 29.9% | 60.4%-30.5pp | 68.7%-38.9pp | 67.7%-37.8pp |
| Annual return | 16.71% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $311 | $1,565-80.1% | $2,424-87.2% | $2,756-88.7% |
| Participant deferral / active EE | $1,406 | $4,036-65.2% | $4,416-68.2% | $4,299-67.3% |
| Admin fee / account holder | $380 | $6,959-94.5% | $8,291-95.4% | $6,940-94.5% |