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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 | $16,809 | $118,488-85.8% | $98,462-82.9% | $139,487-87.9% |
| Participation rate | 61.9% | 77.5%-15.6pp | 75.2%-13.3pp | 80.3%-18.4pp |
| Annual return | 8.77% | 18.96%-10.2pp | 21.17%-12.4pp | 373.84%-365.1pp |
| Employer contribution / active EE | $213 | $3,611-94.1% | $3,049-93.0% | $4,755-95.5% |
| Participant deferral / active EE | $1,696 | $5,393-68.6% | $4,738-64.2% | $6,713-74.7% |
| Admin fee / account holder | $4,389 | $13,868-68.3% | $8,875-50.5% | $11,407-61.5% |