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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 | $8,290 | $46,877-82.3% | $122,354-93.2% | $70,126-88.2% |
| Participation rate | 59.3% | 58.2%+1.1pp | 71.6%-12.4pp | 69.5%-10.3pp |
| Annual return | 17.14% | 24.22%-7.1pp | 30.28%-13.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $223 | $1,288-82.7% | $4,051-94.5% | $2,343-90.5% |
| Participant deferral / active EE | $1,186 | $2,167-45.3% | $3,287-63.9% | $3,332-64.4% |
| Admin fee / account holder | $2,635 | $3,324-20.7% | $5,479-51.9% | $4,645-43.3% |