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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 | $13,212 | $97,648-86.5% | $121,663-89.1% | $87,485-84.9% |
| Participation rate | 66.7% | 70.5%-3.8pp | 74.5%-7.8pp | 68.9%-2.3pp |
| Annual return | 16.04% | 18.03%-2.0pp | 147.54%-131.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $580 | $2,300-74.8% | $3,020-80.8% | $2,596-77.7% |
| Participant deferral / active EE | $2,153 | $3,923-45.1% | $4,887-55.9% | $4,274-49.6% |
| Admin fee / account holder | $1,082 | $11,100-90.3% | $14,289-92.4% | $7,775-86.1% |