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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 | $11,009 | $76,551-85.6% | $123,894-91.1% | $62,881-82.5% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.0pp | 69.3%-0.9pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $311 | $2,882-89.2% | $4,617-93.3% | $2,281-86.4% |
| Participant deferral / active EE | $2,108 | $4,840-56.4% | $5,984-64.8% | $3,203-34.2% |
| Admin fee / account holder | $414 | $4,826-91.4% | $8,357-95.0% | $4,296-90.4% |