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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 | $9,948 | $91,179-89.1% | $178,499-94.4% | $79,852-87.5% |
| Participation rate | 27.9% | 69.2%-41.3pp | 81.9%-54.0pp | 69.6%-41.7pp |
| Annual return | 10.70% | 24.19%-13.5pp | 151.10%-140.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $355 | $3,256-89.1% | $5,011-92.9% | $2,471-85.6% |
| Participant deferral / active EE | $1,073 | $3,236-66.8% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $3,141 | $6,749-53.5% | $13,986-77.5% | $5,306-40.8% |