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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 | $10,353 | $49,255-79.0% | $70,494-85.3% | $79,856-87.0% |
| Participation rate | 52.2% | 69.2%-17.0pp | 75.1%-22.9pp | 69.6%-17.5pp |
| Annual return | 17.27% | 30.10%-12.8pp | 109.16%-91.9pp | 31.71%-14.4pp |
| Employer contribution / active EE | $300 | $2,100-85.7% | $2,738-89.0% | $2,471-87.9% |
| Participant deferral / active EE | $1,379 | $2,768-50.2% | $3,711-62.8% | $3,741-63.1% |
| Admin fee / account holder | $1,472 | $2,879-48.9% | $3,848-61.7% | $5,306-72.3% |