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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 | $12,428 | $94,031-86.8% | $115,768-89.3% | $82,448-84.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 18.72% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $338 | $2,323-85.5% | $2,940-88.5% | $2,551-86.8% |
| Participant deferral / active EE | $3,598 | $3,972-9.4% | $4,917-26.8% | $4,139-13.1% |
| Admin fee / account holder | $2,419 | $10,249-76.4% | $12,439-80.6% | $7,234-66.6% |