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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 | $11,704 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 57.5% | 70.8%-13.3pp | 83.6%-26.1pp | 69.5%-12.0pp |
| Annual return | 14.36% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $200 | $3,387-94.1% | $5,432-96.3% | $2,343-91.5% |
| Participant deferral / active EE | $1,243 | $3,086-59.7% | $4,939-74.8% | $3,332-62.7% |
| Admin fee / account holder | $353 | $5,698-93.8% | $13,881-97.5% | $4,645-92.4% |