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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 | $10,745 | $47,848-77.5% | $81,473-86.8% | $70,126-84.7% |
| Participation rate | 35.2% | 58.3%-23.1pp | 68.0%-32.8pp | 69.5%-34.4pp |
| Annual return | 21.58% | 27.25%-5.7pp | 38.78%-17.2pp | 73.15%-51.6pp |
| Employer contribution / active EE | $121 | $1,527-92.1% | $2,568-95.3% | $2,343-94.8% |
| Participant deferral / active EE | $2,449 | $2,453-0.2% | $3,537-30.8% | $3,332-26.5% |
| Admin fee / account holder | $1,400 | $3,145-55.5% | $4,561-69.3% | $4,645-69.9% |