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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 | $65,246-79.9% | $98,716-86.7% | $67,986-80.7% |
| Participation rate | 38.2% | 51.4%-13.3pp | 69.3%-31.1pp | 57.2%-19.0pp |
| Annual return | 13.21% | 20.58%-7.4pp | 31.81%-18.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $182 | $1,042-82.5% | $2,279-92.0% | $2,019-91.0% |
| Participant deferral / active EE | $1,327 | $2,594-48.8% | $4,048-67.2% | $3,358-60.5% |
| Admin fee / account holder | $1,086 | $4,561-76.2% | $8,703-87.5% | $3,203-66.1% |