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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 | $13,903 | $65,582-78.8% | $64,101-78.3% | $71,511-80.6% |
| Participation rate | 36.1% | 73.2%-37.1pp | 72.3%-36.2pp | 67.9%-31.9pp |
| Annual return | 45.78% | 18.96%+26.8pp | 33.72%+12.1pp | 28.86%+16.9pp |
| Employer contribution / active EE | $556 | $2,671-79.2% | $2,749-79.8% | $2,589-78.5% |
| Participant deferral / active EE | $1,236 | $3,628-65.9% | $3,881-68.1% | $4,291-71.2% |
| Admin fee / account holder | $577 | $616-6.3% | $3,070-81.2% | $1,588-63.7% |