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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 | $11,367 | $61,356-81.5% | $149,696-92.4% | $71,511-84.1% |
| Participation rate | 30.5% | 62.5%-32.0pp | 78.8%-48.3pp | 67.9%-37.4pp |
| Annual return | 13.73% | 35.86%-22.1pp | 134.46%-120.7pp | 28.86%-15.1pp |
| Employer contribution / active EE | $279 | $2,382-88.3% | $4,821-94.2% | $2,589-89.2% |
| Participant deferral / active EE | $1,044 | $2,920-64.2% | $5,682-81.6% | $4,291-75.7% |
| Admin fee / account holder | $1,542 | $1,263+22.0% | $13,212-88.3% | $1,588-3.0% |