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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 | $14,553 | $67,595-78.5% | $186,193-92.2% | $64,340-77.4% |
| Participation rate | 24.1% | 51.9%-27.8pp | 77.1%-53.0pp | 55.2%-31.1pp |
| Annual return | 18.05% | 17.46%+0.6pp | 78.03%-60.0pp | 24.14%-6.1pp |
| Employer contribution / active EE | $174 | $1,513-88.5% | $3,918-95.6% | $1,862-90.7% |
| Participant deferral / active EE | $1,495 | $3,023-50.6% | $6,513-77.0% | $2,980-49.8% |
| Admin fee / account holder | $843 | $5,311-84.1% | $11,058-92.4% | $3,703-77.2% |