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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 | $16,375 | $83,485-80.4% | $125,192-86.9% | $72,975-77.6% |
| Participation rate | 58.0% | 73.3%-15.3pp | 79.8%-21.8pp | 69.5%-11.5pp |
| Annual return | 26.60% | 25.77%+0.8pp | 43.79%-17.2pp | 81.01%-54.4pp |
| Employer contribution / active EE | $172 | $2,346-92.7% | $3,866-95.6% | $2,440-93.0% |
| Participant deferral / active EE | $1,878 | $3,586-47.6% | $4,937-62.0% | $3,608-47.9% |
| Admin fee / account holder | $790 | $5,518-85.7% | $9,704-91.9% | $5,124-84.6% |