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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 | $14,284 | $65,582-78.2% | $64,101-77.7% | $71,511-80.0% |
| Participation rate | 34.3% | 73.2%-38.9pp | 72.3%-38.0pp | 67.9%-33.6pp |
| Annual return | 16.54% | 18.96%-2.4pp | 33.72%-17.2pp | 28.86%-12.3pp |
| Employer contribution / active EE | $426 | $2,671-84.1% | $2,749-84.5% | $2,589-83.6% |
| Participant deferral / active EE | $1,364 | $3,628-62.4% | $3,881-64.8% | $4,291-68.2% |
| Admin fee / account holder | $1,066 | $616+72.9% | $3,070-65.3% | $1,588-32.9% |