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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 | $11,348 | $77,638-85.4% | $156,551-92.8% | $62,881-82.0% |
| Participation rate | 13.8% | 71.2%-57.4pp | 84.0%-70.2pp | 69.3%-55.5pp |
| Annual return | 8.73% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $171 | $3,444-95.0% | $5,501-96.9% | $2,281-92.5% |
| Participant deferral / active EE | $918 | $3,046-69.9% | $4,871-81.2% | $3,203-71.3% |
| Admin fee / account holder | $410 | $5,561-92.6% | $13,028-96.9% | $4,296-90.4% |