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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 | $8,715 | $56,894-84.7% | $84,753-89.7% | $62,881-86.1% |
| Participation rate | 63.4% | 68.5%-5.1pp | 76.6%-13.2pp | 69.3%-5.9pp |
| Annual return | 11.23% | 6.30%+4.9pp | 22.78%-11.6pp | 20.14%-8.9pp |
| Employer contribution / active EE | $240 | $2,400-90.0% | $3,574-93.3% | $2,281-89.5% |
| Participant deferral / active EE | $1,378 | $2,709-49.1% | $3,712-62.9% | $3,203-57.0% |
| Admin fee / account holder | $3,948 | $3,581+10.3% | $5,333-26.0% | $4,296-8.1% |