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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 | $16,551 | $58,493-71.7% | $84,023-80.3% | $72,976-77.3% |
| Participation rate | 69.6% | 61.2%+8.3pp | 69.0%+0.5pp | 69.5%+0.1pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.32%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $174 | $1,163-85.0% | $1,984-91.2% | $2,440-92.9% |
| Participant deferral / active EE | $1,129 | $2,394-52.8% | $3,239-65.1% | $3,608-68.7% |
| Admin fee / account holder | $1,489 | $4,569-67.4% | $6,102-75.6% | $5,124-70.9% |