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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 | $17,012 | $46,877-63.7% | $122,354-86.1% | $70,126-75.7% |
| Participation rate | 63.2% | 58.2%+4.9pp | 71.6%-8.5pp | 69.5%-6.4pp |
| Annual return | 19.28% | 24.22%-4.9pp | 30.28%-11.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $31 | $1,288-97.6% | $4,051-99.2% | $2,343-98.7% |
| Participant deferral / active EE | $1,995 | $2,167-8.0% | $3,287-39.3% | $3,332-40.1% |
| Admin fee / account holder | $1,680 | $3,324-49.4% | $5,479-69.3% | $4,645-63.8% |