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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 | $11,320 | $90,400-87.5% | $186,193-93.9% | $87,485-87.1% |
| Participation rate | 61.2% | 66.2%-5.0pp | 77.1%-15.9pp | 68.9%-7.7pp |
| Annual return | 18.10% | 22.15%-4.0pp | 78.03%-59.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $312 | $2,170-85.6% | $3,918-92.0% | $2,596-88.0% |
| Participant deferral / active EE | $2,122 | $4,330-51.0% | $6,513-67.4% | $4,274-50.3% |
| Admin fee / account holder | $1,360 | $8,673-84.3% | $11,058-87.7% | $7,775-82.5% |