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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 | $12,412 | $48,078-74.2% | $78,676-84.2% | $62,881-80.3% |
| Participation rate | 50.9% | 65.2%-14.3pp | 73.6%-22.7pp | 69.3%-18.4pp |
| Annual return | 10.66% | 31.36%-20.7pp | 62.19%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $173 | $2,015-91.4% | $2,850-93.9% | $2,281-92.4% |
| Participant deferral / active EE | $883 | $2,587-65.9% | $3,517-74.9% | $3,203-72.4% |
| Admin fee / account holder | $377 | $3,206-88.2% | $4,510-91.6% | $4,296-91.2% |