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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 | $15,601 | $80,992-80.7% | $96,534-83.8% | $75,173-79.2% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 18.42% | 27.05%-8.6pp | 25.88%-7.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $536 | $2,283-76.5% | $2,965-81.9% | $2,671-79.9% |
| Participant deferral / active EE | $1,785 | $3,929-54.6% | $4,851-63.2% | $4,126-56.7% |
| Admin fee / account holder | $434 | $6,717-93.5% | $8,253-94.7% | $5,651-92.3% |