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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 | $13,365 | $86,050-84.5% | $189,758-93.0% | $94,015-85.8% |
| Participation rate | 56.5% | 68.9%-12.4pp | 79.8%-23.3pp | 70.8%-14.3pp |
| Annual return | 14.81% | 17.77%-3.0pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $430 | $2,819-84.7% | $4,767-91.0% | $2,790-84.6% |
| Participant deferral / active EE | $1,150 | $3,349-65.6% | $5,856-80.4% | $4,249-72.9% |
| Admin fee / account holder | $3,131 | $6,627-52.7% | $20,388-84.6% | $8,951-65.0% |