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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 | $15,306 | $81,476-81.2% | $102,383-85.0% | $80,925-81.1% |
| Participation rate | 54.9% | 66.8%-11.9pp | 74.5%-19.6pp | 67.7%-12.8pp |
| Annual return | 12.87% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $263 | $3,105-91.5% | $3,870-93.2% | $2,756-90.5% |
| Participant deferral / active EE | $2,420 | $3,871-37.5% | $5,060-52.2% | $4,299-43.7% |
| Admin fee / account holder | $2,974 | $6,717-55.7% | $8,391-64.6% | $6,940-57.2% |