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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 | $12,204 | $56,544-78.4% | $75,501-83.8% | $70,126-82.6% |
| Participation rate | 37.1% | 68.1%-31.0pp | 72.4%-35.2pp | 69.5%-32.4pp |
| Annual return | 16.82% | 23.59%-6.8pp | 27.35%-10.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $244 | $1,817-86.6% | $2,352-89.6% | $2,343-89.6% |
| Participant deferral / active EE | $1,383 | $2,580-46.4% | $3,142-56.0% | $3,332-58.5% |
| Admin fee / account holder | $1,428 | $3,827-62.7% | $5,801-75.4% | $4,645-69.3% |