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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 | $17,285 | $86,330-80.0% | $121,871-85.8% | $94,015-81.6% |
| Participation rate | 67.5% | 66.7%+0.8pp | 73.2%-5.7pp | 70.8%-3.3pp |
| Annual return | 12.67% | 14.95%-2.3pp | 13.57%-0.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $50 | $2,292-97.8% | $2,731-98.2% | $2,790-98.2% |
| Participant deferral / active EE | $1,516 | $3,146-51.8% | $4,318-64.9% | $4,249-64.3% |
| Admin fee / account holder | $8,812 | $7,346+20.0% | $11,551-23.7% | $8,951-1.6% |