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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 | $13,120 | $67,638-80.6% | $133,346-90.2% | $69,733-81.2% |
| Participation rate | 38.2% | 54.3%-16.1pp | 72.8%-34.7pp | 62.5%-24.3pp |
| Annual return | 13.21% | 13.38%-0.2pp | 36.85%-23.6pp | 15.22%-2.0pp |
| Employer contribution / active EE | $182 | $1,177-84.6% | $2,853-93.6% | $2,250-91.9% |
| Participant deferral / active EE | $1,327 | $2,567-48.3% | $4,332-69.4% | $3,054-56.6% |
| Admin fee / account holder | $1,086 | $4,814-77.5% | $14,264-92.4% | $3,102-65.0% |