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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 | $13,226 | $67,602-80.4% | $82,312-83.9% | $70,126-81.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 19.53% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $366 | $1,755-79.2% | $2,428-84.9% | $2,343-84.4% |
| Participant deferral / active EE | $1,395 | $2,987-53.3% | $3,706-62.4% | $3,332-58.1% |
| Admin fee / account holder | $2,108 | $4,512-53.3% | $5,608-62.4% | $4,645-54.6% |