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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 | $10,288 | $57,541-82.1% | $95,728-89.3% | $75,181-86.3% |
| Participation rate | 38.8% | 62.5%-23.7pp | 72.3%-33.5pp | 67.2%-28.4pp |
| Annual return | 17.60% | 34.93%-17.3pp | 28.40%-10.8pp | 160.69%-143.1pp |
| Employer contribution / active EE | $294 | $1,808-83.7% | $2,835-89.6% | $2,671-89.0% |
| Participant deferral / active EE | $1,564 | $3,074-49.1% | $4,245-63.2% | $4,126-62.1% |
| Admin fee / account holder | $1,692 | $4,099-58.7% | $5,673-70.2% | $5,650-70.1% |