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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 | $12,961 | $72,273-82.1% | $101,275-87.2% | $79,856-83.8% |
| Participation rate | 65.9% | 68.5%-2.6pp | 75.8%-9.9pp | 69.6%-3.7pp |
| Annual return | 21.43% | 22.30%-0.9pp | 46.48%-25.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $332 | $2,691-87.7% | $3,660-90.9% | $2,471-86.6% |
| Participant deferral / active EE | $1,581 | $3,282-51.8% | $4,371-63.8% | $3,741-57.7% |
| Admin fee / account holder | $500 | $4,401-88.6% | $5,948-91.6% | $5,306-90.6% |