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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 | $64,010-79.5% | $108,359-87.9% | $64,340-79.6% |
| Participation rate | 38.2% | 49.4%-11.2pp | 70.1%-31.9pp | 55.2%-17.1pp |
| Annual return | 13.21% | 19.74%-6.5pp | 36.89%-23.7pp | 24.14%-10.9pp |
| Employer contribution / active EE | $182 | $1,029-82.3% | $2,399-92.4% | $1,862-90.2% |
| Participant deferral / active EE | $1,327 | $2,395-44.6% | $4,137-67.9% | $2,980-55.5% |
| Admin fee / account holder | $1,086 | $4,885-77.8% | $9,741-88.9% | $3,703-70.7% |