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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 | $13,071 | $67,602-80.7% | $82,312-84.1% | $70,126-81.4% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 16.83% | 21.57%-4.7pp | 25.88%-9.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $364 | $1,755-79.3% | $2,428-85.0% | $2,343-84.5% |
| Participant deferral / active EE | $1,719 | $2,987-42.5% | $3,706-53.6% | $3,332-48.4% |
| Admin fee / account holder | $1,724 | $4,512-61.8% | $5,608-69.3% | $4,645-62.9% |