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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 | $12,260 | $48,078-74.5% | $78,676-84.4% | $62,881-80.5% |
| Participation rate | 56.8% | 65.2%-8.4pp | 73.6%-16.7pp | 69.3%-12.5pp |
| Annual return | 7.83% | 31.36%-23.5pp | 62.19%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $157 | $2,015-92.2% | $2,850-94.5% | $2,281-93.1% |
| Participant deferral / active EE | $925 | $2,587-64.3% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $1,380 | $3,206-57.0% | $4,510-69.4% | $4,296-67.9% |