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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 | $9,580 | $80,992-88.2% | $96,534-90.1% | $75,173-87.3% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 16.18% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $583 | $2,283-74.4% | $2,965-80.3% | $2,671-78.2% |
| Participant deferral / active EE | $1,782 | $3,929-54.6% | $4,851-63.3% | $4,126-56.8% |
| Admin fee / account holder | $742 | $6,717-89.0% | $8,253-91.0% | $5,651-86.9% |