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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 | $12,127 | $56,894-78.7% | $84,753-85.7% | $62,881-80.7% |
| Participation rate | 55.4% | 68.5%-13.2pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 12.60% | 6.30%+6.3pp | 22.78%-10.2pp | 20.14%-7.5pp |
| Employer contribution / active EE | $115 | $2,400-95.2% | $3,574-96.8% | $2,281-95.0% |
| Participant deferral / active EE | $1,164 | $2,709-57.0% | $3,712-68.7% | $3,203-63.7% |
| Admin fee / account holder | $822 | $3,581-77.0% | $5,333-84.6% | $4,296-80.9% |