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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 | $12,507 | $106,749-88.3% | $145,433-91.4% | $82,448-84.8% |
| Participation rate | 68.8% | 75.6%-6.9pp | 82.1%-13.4pp | 68.1%+0.7pp |
| Annual return | 18.08% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $631 | $3,444-81.7% | $4,554-86.1% | $2,551-75.2% |
| Participant deferral / active EE | $2,806 | $6,519-57.0% | $7,897-64.5% | $4,139-32.2% |
| Admin fee / account holder | $1,534 | $8,390-81.7% | $13,129-88.3% | $7,234-78.8% |