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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 | $16,009 | $67,602-76.3% | $82,312-80.6% | $70,126-77.2% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 16.56% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $257 | $1,755-85.4% | $2,428-89.4% | $2,343-89.0% |
| Participant deferral / active EE | $1,683 | $2,987-43.7% | $3,706-54.6% | $3,332-49.5% |
| Admin fee / account holder | $693 | $4,512-84.6% | $5,608-87.6% | $4,645-85.1% |