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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 | $9,968 | $65,712-84.8% | $57,196-82.6% | $273,972-96.4% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | 10.00% | 22.01%-12.0pp | 14.59%-4.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $250 | $3,280-92.4% | $2,683-90.7% | $4,869-94.9% |
| Participant deferral / active EE | $1,581 | $3,782-58.2% | $3,096-48.9% | $5,287-70.1% |
| Admin fee / account holder | $372 | $4,838-92.3% | $3,141-88.2% | $10,133-96.3% |