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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 | $12,707 | $62,672-79.7% | $185,117-93.1% | $70,126-81.9% |
| Participation rate | 57.6% | 63.8%-6.2pp | 77.3%-19.7pp | 69.5%-12.0pp |
| Annual return | 15.09% | 40.79%-25.7pp | 40.50%-25.4pp | 73.15%-58.1pp |
| Employer contribution / active EE | $203 | $1,753-88.4% | $4,182-95.1% | $2,343-91.3% |
| Participant deferral / active EE | $1,118 | $3,272-65.8% | $5,045-77.8% | $3,332-66.4% |
| Admin fee / account holder | $749 | $3,932-81.0% | $8,159-90.8% | $4,645-83.9% |