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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 | $14,103 | $72,273-80.5% | $101,275-86.1% | $79,856-82.3% |
| Participation rate | 68.6% | 68.5%+0.1pp | 75.8%-7.2pp | 69.6%-1.1pp |
| Annual return | 14.43% | 22.30%-7.9pp | 46.48%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $608 | $2,691-77.4% | $3,660-83.4% | $2,471-75.4% |
| Participant deferral / active EE | $1,478 | $3,282-54.9% | $4,371-66.2% | $3,741-60.5% |
| Admin fee / account holder | $640 | $4,401-85.4% | $5,948-89.2% | $5,306-87.9% |