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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 | $13,735 | $43,749-68.6% | $158,223-91.3% | $65,306-79.0% |
| Participation rate | 34.9% | 56.9%-22.0pp | 79.2%-44.3pp | 57.7%-22.8pp |
| Annual return | 18.10% | 19.41%-1.3pp | 52.09%-34.0pp | 21.94%-3.8pp |
| Employer contribution / active EE | $253 | $1,497-83.1% | $4,109-93.9% | $1,967-87.2% |
| Participant deferral / active EE | $1,284 | $2,019-36.4% | $5,467-76.5% | $2,959-56.6% |
| Admin fee / account holder | $1,347 | $1,930-30.2% | $16,047-91.6% | $3,480-61.3% |