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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 | $7,546 | $81,487-90.7% | $102,412-92.6% | $80,935-90.7% |
| Participation rate | 68.1% | 66.8%+1.2pp | 74.5%-6.4pp | 67.7%+0.4pp |
| Annual return | 15.83% | 25.60%-9.8pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $464 | $3,103-85.1% | $3,870-88.0% | $2,757-83.2% |
| Participant deferral / active EE | $2,174 | $3,871-43.8% | $5,060-57.0% | $4,299-49.4% |
| Admin fee / account holder | $420 | $6,717-93.7% | $8,388-95.0% | $6,924-93.9% |