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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 | $11,676 | $73,988-84.2% | $96,538-87.9% | $75,177-84.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 13.32% | 26.73%-13.4pp | 35.74%-22.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $499 | $2,930-83.0% | $3,740-86.7% | $2,671-81.3% |
| Participant deferral / active EE | $1,915 | $3,660-47.7% | $4,880-60.8% | $4,126-53.6% |
| Admin fee / account holder | $4,628 | $5,220-11.3% | $6,737-31.3% | $5,651-18.1% |