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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 | $17,789 | $73,787-75.9% | $98,716-82.0% | $82,448-78.4% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.3%-1.9pp | 68.1%-0.7pp |
| Annual return | 16.80% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $305 | $1,511-79.8% | $2,279-86.6% | $2,551-88.0% |
| Participant deferral / active EE | $3,254 | $3,081+5.6% | $4,048-19.6% | $4,139-21.4% |
| Admin fee / account holder | $1,246 | $6,500-80.8% | $8,703-85.7% | $7,234-82.8% |