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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 | $12,840 | $78,707-83.7% | $117,861-89.1% | $70,126-81.7% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 19.05% | 23.30%-4.3pp | 335.11%-316.1pp | 73.15%-54.1pp |
| Employer contribution / active EE | $231 | $2,223-89.6% | $3,786-93.9% | $2,343-90.1% |
| Participant deferral / active EE | $1,725 | $3,297-47.7% | $4,482-61.5% | $3,332-48.2% |
| Admin fee / account holder | $1,375 | $5,066-72.9% | $8,021-82.9% | $4,645-70.4% |