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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 | $12,924 | $46,877-72.4% | $122,354-89.4% | $70,126-81.6% |
| Participation rate | 31.4% | 58.2%-26.8pp | 71.6%-40.3pp | 69.5%-38.2pp |
| Annual return | 17.21% | 24.22%-7.0pp | 30.28%-13.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $168 | $1,288-86.9% | $4,051-95.8% | $2,343-92.8% |
| Participant deferral / active EE | $1,014 | $2,167-53.2% | $3,287-69.2% | $3,332-69.6% |
| Admin fee / account holder | $2,770 | $3,324-16.7% | $5,479-49.4% | $4,645-40.4% |