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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 | $12,692 | $86,949-85.4% | $102,460-87.6% | $80,959-84.3% |
| Participation rate | 45.9% | 72.4%-26.4pp | 76.5%-30.6pp | 67.7%-21.7pp |
| Annual return | 13.60% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $530 | $2,370-77.6% | $3,025-82.5% | $2,757-80.8% |
| Participant deferral / active EE | $1,890 | $4,121-54.1% | $5,056-62.6% | $4,300-56.0% |
| Admin fee / account holder | $3,701 | $8,048-54.0% | $9,460-60.9% | $6,925-46.6% |