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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 | $20,858 | $101,795-79.5% | $165,100-87.4% | $80,959-74.2% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.7%-4.0pp |
| Annual return | 15.54% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $281 | $2,954-90.5% | $4,348-93.5% | $2,757-89.8% |
| Participant deferral / active EE | $2,692 | $4,476-39.9% | $6,035-55.4% | $4,300-37.4% |
| Admin fee / account holder | $10,928 | $8,221+32.9% | $12,696-13.9% | $6,925+57.8% |