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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 | $9,762 | $77,638-87.4% | $156,551-93.8% | $62,881-84.5% |
| Participation rate | 23.7% | 71.2%-47.5pp | 84.0%-60.3pp | 69.3%-45.6pp |
| Annual return | 11.85% | 50.33%-38.5pp | 32.23%-20.4pp | 20.14%-8.3pp |
| Employer contribution / active EE | $220 | $3,444-93.6% | $5,501-96.0% | $2,281-90.3% |
| Participant deferral / active EE | $1,111 | $3,046-63.5% | $4,871-77.2% | $3,203-65.3% |
| Admin fee / account holder | $959 | $5,561-82.8% | $13,028-92.6% | $4,296-77.7% |