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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 | $11,058 | $135,956-91.9% | $123,894-91.1% | $273,972-96.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 12.98% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.5pp |
| Employer contribution / active EE | $161 | $5,170-96.9% | $4,617-96.5% | $4,869-96.7% |
| Participant deferral / active EE | $2,664 | $6,343-58.0% | $5,984-55.5% | $5,287-49.6% |
| Admin fee / account holder | $2,069 | $9,817-78.9% | $8,357-75.2% | $10,133-79.6% |