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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 | $13,531 | $132,310-89.8% | $105,754-87.2% | $273,972-95.1% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 7.54% | 10.08%-2.5pp | 12.25%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $731 | $4,867-85.0% | $4,079-82.1% | $4,869-85.0% |
| Participant deferral / active EE | $2,055 | $6,233-67.0% | $5,326-61.4% | $5,287-61.1% |
| Admin fee / account holder | $504 | $12,036-95.8% | $8,309-93.9% | $10,133-95.0% |