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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 | $15,225 | $73,988-79.4% | $96,538-84.2% | $75,177-79.7% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.1pp |
| Annual return | 21.68% | 26.73%-5.0pp | 35.74%-14.1pp | 160.75%-139.1pp |
| Employer contribution / active EE | $462 | $2,930-84.2% | $3,740-87.6% | $2,671-82.7% |
| Participant deferral / active EE | $2,463 | $3,660-32.7% | $4,880-49.5% | $4,126-40.3% |
| Admin fee / account holder | $1,683 | $5,220-67.8% | $6,737-75.0% | $5,651-70.2% |