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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 | $14,167 | $60,795-76.7% | $69,464-79.6% | $65,185-78.3% |
| Participation rate | 55.8% | 74.9%-19.1pp | 74.6%-18.8pp | 70.2%-14.4pp |
| Annual return | 9.55% | 17.46%-7.9pp | 28.98%-19.4pp | 29.38%-19.8pp |
| Employer contribution / active EE | $431 | $2,452-82.4% | $2,779-84.5% | $2,177-80.2% |
| Participant deferral / active EE | $3,136 | $3,162-0.8% | $3,536-11.3% | $3,514-10.7% |
| Admin fee / account holder | $469 | $314+49.4% | $3,840-87.8% | $847-44.7% |