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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 | $18,170 | $81,446-77.7% | $103,374-82.4% | $80,874-77.5% |
| Participation rate | 52.9% | 66.9%-14.0pp | 74.5%-21.7pp | 67.6%-14.8pp |
| Annual return | 10.95% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $753 | $3,107-75.8% | $3,869-80.5% | $2,756-72.7% |
| Participant deferral / active EE | $2,190 | $3,870-43.4% | $5,058-56.7% | $4,297-49.0% |
| Admin fee / account holder | $809 | $6,715-88.0% | $8,394-90.4% | $6,935-88.3% |