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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 | $15,086 | $56,894-73.5% | $84,753-82.2% | $62,881-76.0% |
| Participation rate | 64.9% | 68.5%-3.6pp | 76.6%-11.6pp | 69.3%-4.4pp |
| Annual return | 8.26% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $364 | $2,400-84.8% | $3,574-89.8% | $2,281-84.0% |
| Participant deferral / active EE | $1,456 | $2,709-46.3% | $3,712-60.8% | $3,203-54.5% |
| Admin fee / account holder | $8,209 | $3,581+129.2% | $5,333+53.9% | $4,296+91.1% |