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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 | $13,696 | $78,423-82.5% | $95,964-85.7% | $79,856-82.8% |
| Participation rate | 37.5% | 73.5%-36.0pp | 77.1%-39.6pp | 69.6%-32.1pp |
| Annual return | 25.99% | 19.37%+6.6pp | 91.64%-65.7pp | 31.71%-5.7pp |
| Employer contribution / active EE | $425 | $1,945-78.2% | $2,541-83.3% | $2,471-82.8% |
| Participant deferral / active EE | $1,684 | $3,440-51.1% | $4,167-59.6% | $3,741-55.0% |
| Admin fee / account holder | $303 | $5,622-94.6% | $6,797-95.5% | $5,306-94.3% |