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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 | $10,934 | $56,894-80.8% | $84,753-87.1% | $62,881-82.6% |
| Participation rate | 40.7% | 68.5%-27.8pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 9.02% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $352 | $2,400-85.3% | $3,574-90.1% | $2,281-84.6% |
| Participant deferral / active EE | $1,300 | $2,709-52.0% | $3,712-65.0% | $3,203-59.4% |
| Admin fee / account holder | $694 | $3,581-80.6% | $5,333-87.0% | $4,296-83.8% |