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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 | $15,001 | $88,583-83.1% | $88,497-83.0% | $273,972-94.5% |
| Participation rate | 21.4% | 83.5%-62.0pp | 82.4%-61.0pp | 83.0%-61.6pp |
| Annual return | 11.07% | 5.68%+5.4pp | 7.63%+3.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $808 | $4,502-82.1% | $4,036-80.0% | $4,869-83.4% |
| Participant deferral / active EE | $2,355 | $4,891-51.9% | $4,899-51.9% | $5,287-55.5% |
| Admin fee / account holder | $4,318 | $8,980-51.9% | $6,220-30.6% | $10,133-57.4% |