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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 | $3,422 | $74,535-95.4% | $100,712-96.6% | $82,637-95.9% |
| Participation rate | 66.7% | 61.2%+5.5pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 19.02% | 18.92%+0.1pp | 33.27%-14.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $272 | $1,503-81.9% | $2,313-88.2% | $2,552-89.3% |
| Participant deferral / active EE | $1,512 | $3,074-50.8% | $4,085-63.0% | $4,126-63.4% |
| Admin fee / account holder | $1,430 | $6,576-78.3% | $9,256-84.5% | $7,339-80.5% |