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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 | $15,019 | $72,269-79.2% | $101,271-85.2% | $79,852-81.2% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 17.71% | 22.29%-4.6pp | 46.48%-28.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $178 | $2,692-93.4% | $3,660-95.1% | $2,471-92.8% |
| Participant deferral / active EE | $1,630 | $3,282-50.3% | $4,371-62.7% | $3,740-56.4% |
| Admin fee / account holder | $1,088 | $4,401-75.3% | $5,948-81.7% | $5,306-79.5% |