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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 | $14,632 | $72,027-79.7% | $185,861-92.1% | $79,856-81.7% |
| Participation rate | 48.6% | 65.8%-17.1pp | 78.0%-29.4pp | 69.6%-21.0pp |
| Annual return | 13.47% | 23.13%-9.7pp | 35.96%-22.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $227 | $1,965-88.5% | $4,088-94.5% | $2,471-90.8% |
| Participant deferral / active EE | $1,380 | $3,780-63.5% | $5,634-75.5% | $3,741-63.1% |
| Admin fee / account holder | $1,386 | $4,513-69.3% | $9,503-85.4% | $5,306-73.9% |