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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 | $11,131 | $45,050-75.3% | $63,018-82.3% | $70,126-84.1% |
| Participation rate | 40.6% | 69.5%-28.9pp | 74.8%-34.2pp | 69.5%-29.0pp |
| Annual return | 14.42% | 18.76%-4.3pp | 87.62%-73.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $298 | $2,052-85.5% | $2,761-89.2% | $2,343-87.3% |
| Participant deferral / active EE | $1,138 | $2,466-53.8% | $3,330-65.8% | $3,332-65.8% |
| Admin fee / account holder | $1,291 | $2,834-54.5% | $3,601-64.2% | $4,645-72.2% |