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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 | $19,335 | $79,961-75.8% | $98,462-80.4% | $75,177-74.3% |
| Participation rate | 61.4% | 70.4%-9.0pp | 75.2%-13.8pp | 67.2%-5.8pp |
| Annual return | 17.03% | 19.75%-2.7pp | 21.17%-4.1pp | 160.75%-143.7pp |
| Employer contribution / active EE | $214 | $2,264-90.6% | $3,049-93.0% | $2,671-92.0% |
| Participant deferral / active EE | $2,622 | $3,753-30.1% | $4,738-44.7% | $4,126-36.5% |
| Admin fee / account holder | $873 | $6,842-87.2% | $8,875-90.2% | $5,651-84.5% |