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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 | $12,640 | $79,867-84.2% | $120,344-89.5% | $64,340-80.4% |
| Participation rate | 66.3% | 63.0%+3.4pp | 76.7%-10.4pp | 55.2%+11.1pp |
| Annual return | 14.65% | 21.10%-6.5pp | 20.30%-5.7pp | 24.14%-9.5pp |
| Employer contribution / active EE | $249 | $1,925-87.1% | $3,020-91.8% | $1,862-86.6% |
| Participant deferral / active EE | $1,701 | $3,593-52.7% | $5,135-66.9% | $2,980-42.9% |
| Admin fee / account holder | $2,203 | $5,039-56.3% | $12,742-82.7% | $3,703-40.5% |