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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 | $9,293 | $43,496-78.6% | $161,489-94.2% | $64,340-85.6% |
| Participation rate | 13.2% | 53.5%-40.3pp | 78.7%-65.5pp | 55.2%-42.0pp |
| Annual return | 15.82% | 20.76%-4.9pp | 89.72%-73.9pp | 24.14%-8.3pp |
| Employer contribution / active EE | $147 | $1,431-89.7% | $4,268-96.6% | $1,862-92.1% |
| Participant deferral / active EE | $679 | $1,996-66.0% | $5,630-87.9% | $2,980-77.2% |
| Admin fee / account holder | $2,422 | $2,330+3.9% | $16,006-84.9% | $3,703-34.6% |