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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 | $18,369 | $81,403-77.4% | $147,027-87.5% | $87,485-79.0% |
| Participation rate | 34.4% | 63.4%-29.1pp | 73.7%-39.4pp | 68.9%-34.6pp |
| Annual return | 20.37% | 16.51%+3.9pp | 20.23%+0.1pp | 26.06%-5.7pp |
| Employer contribution / active EE | $482 | $2,205-78.2% | $3,626-86.7% | $2,596-81.4% |
| Participant deferral / active EE | $1,363 | $3,315-58.9% | $4,933-72.4% | $4,274-68.1% |
| Admin fee / account holder | $710 | $6,755-89.5% | $12,223-94.2% | $7,775-90.9% |