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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 | $12,512 | $65,041-80.8% | $90,965-86.2% | $79,858-84.3% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 17.71% | 30.45%-12.7pp | 134.57%-116.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $107 | $1,247-91.4% | $2,122-95.0% | $2,471-95.7% |
| Participant deferral / active EE | $1,291 | $2,512-48.6% | $3,373-61.7% | $3,740-65.5% |
| Admin fee / account holder | $2,312 | $4,536-49.0% | $5,960-61.2% | $5,306-56.4% |