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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 | $10,573 | $136,860-92.3% | $120,344-91.2% | $154,746-93.2% |
| Participation rate | 40.9% | 79.9%-39.0pp | 76.7%-35.8pp | 80.7%-39.8pp |
| Annual return | 20.37% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $680 | $3,533-80.8% | $3,020-77.5% | $4,379-84.5% |
| Participant deferral / active EE | $2,258 | $5,793-61.0% | $5,135-56.0% | $6,730-66.5% |
| Admin fee / account holder | $1,298 | $15,393-91.6% | $12,742-89.8% | $14,365-91.0% |