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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 | $12,773 | $99,345-87.1% | $84,753-84.9% | $273,972-95.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 4.23% | 22.93%-18.7pp | 22.78%-18.6pp | 41.46%-37.2pp |
| Employer contribution / active EE | $162 | $4,214-96.2% | $3,574-95.5% | $4,869-96.7% |
| Participant deferral / active EE | $1,618 | $4,270-62.1% | $3,712-56.4% | $5,287-69.4% |
| Admin fee / account holder | $6,592 | $6,645-0.8% | $5,333+23.6% | $10,133-34.9% |