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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 | $11,738 | $54,757-78.6% | $90,304-87.0% | $72,975-83.9% |
| Participation rate | 22.9% | 65.2%-42.2pp | 73.3%-50.4pp | 69.5%-46.6pp |
| Annual return | 20.37% | 30.63%-10.3pp | 78.13%-57.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $214 | $2,093-89.8% | $2,855-92.5% | $2,440-91.2% |
| Participant deferral / active EE | $829 | $2,887-71.3% | $3,885-78.7% | $3,608-77.0% |
| Admin fee / account holder | $1,689 | $3,973-57.5% | $5,354-68.5% | $5,124-67.0% |