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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 | $10,318 | $46,877-78.0% | $122,354-91.6% | $70,126-85.3% |
| Participation rate | 63.5% | 58.2%+5.3pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 18.15% | 24.22%-6.1pp | 30.28%-12.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $177 | $1,288-86.2% | $4,051-95.6% | $2,343-92.4% |
| Participant deferral / active EE | $1,367 | $2,167-36.9% | $3,287-58.4% | $3,332-59.0% |
| Admin fee / account holder | $841 | $3,324-74.7% | $5,479-84.6% | $4,645-81.9% |