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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 | $16,166 | $88,707-81.8% | $74,184-78.2% | $273,972-94.1% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 9.40% | 11.94%-2.5pp | 17.74%-8.3pp | 41.46%-32.1pp |
| Employer contribution / active EE | $515 | $3,159-83.7% | $2,370-78.3% | $4,869-89.4% |
| Participant deferral / active EE | $2,187 | $4,212-48.1% | $3,550-38.4% | $5,287-58.6% |
| Admin fee / account holder | $512 | $8,717-94.1% | $5,586-90.8% | $10,133-95.0% |