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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 | $20,829 | $69,977-70.2% | $108,582-80.8% | $62,881-66.9% |
| Participation rate | 61.8% | 72.9%-11.1pp | 79.6%-17.8pp | 69.3%-7.5pp |
| Annual return | 6.62% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $145 | $2,135-93.2% | $3,758-96.1% | $2,281-93.6% |
| Participant deferral / active EE | $2,173 | $3,165-31.3% | $4,311-49.6% | $3,203-32.1% |
| Admin fee / account holder | $6,420 | $5,076+26.5% | $7,645-16.0% | $4,296+49.5% |