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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 | $18,162 | $73,955-75.4% | $96,520-81.2% | $75,181-75.8% |
| Participation rate | 24.5% | 66.4%-41.9pp | 74.3%-49.9pp | 67.2%-42.7pp |
| Annual return | 21.86% | 26.72%-4.9pp | 35.72%-13.9pp | 160.69%-138.8pp |
| Employer contribution / active EE | $651 | $2,930-77.8% | $3,739-82.6% | $2,671-75.6% |
| Participant deferral / active EE | $1,510 | $3,659-58.7% | $4,879-69.0% | $4,126-63.4% |
| Admin fee / account holder | $303 | $5,217-94.2% | $6,733-95.5% | $5,650-94.6% |