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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 | $13,588 | $59,839-77.3% | $81,991-83.4% | $79,852-83.0% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.3%-21.1pp | 69.6%-21.5pp |
| Annual return | 15.12% | 17.56%-2.4pp | 41.31%-26.2pp | 31.72%-16.6pp |
| Employer contribution / active EE | $251 | $1,713-85.4% | $2,498-90.0% | $2,471-89.9% |
| Participant deferral / active EE | $1,086 | $2,695-59.7% | $3,722-70.8% | $3,740-71.0% |
| Admin fee / account holder | $3,208 | $4,287-25.2% | $5,665-43.4% | $5,306-39.5% |