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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 | $9,429 | $43,496-78.3% | $161,489-94.2% | $64,340-85.3% |
| Participation rate | 24.2% | 53.5%-29.3pp | 78.7%-54.5pp | 55.2%-31.0pp |
| Annual return | 21.11% | 20.76%+0.3pp | 89.72%-68.6pp | 24.14%-3.0pp |
| Employer contribution / active EE | $162 | $1,431-88.7% | $4,268-96.2% | $1,862-91.3% |
| Participant deferral / active EE | $738 | $1,996-63.0% | $5,630-86.9% | $2,980-75.2% |
| Admin fee / account holder | $2,017 | $2,330-13.5% | $16,006-87.4% | $3,703-45.5% |