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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 | $10,560 | $81,487-87.0% | $102,412-89.7% | $80,935-87.0% |
| Participation rate | 52.1% | 66.8%-14.8pp | 74.5%-22.4pp | 67.7%-15.6pp |
| Annual return | 13.97% | 25.60%-11.6pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $776 | $3,103-75.0% | $3,870-79.9% | $2,757-71.8% |
| Participant deferral / active EE | $2,307 | $3,871-40.4% | $5,060-54.4% | $4,299-46.3% |
| Admin fee / account holder | $811 | $6,717-87.9% | $8,388-90.3% | $6,924-88.3% |