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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 | $11,153 | $56,054-80.1% | $171,082-93.5% | $62,881-82.3% |
| Participation rate | 46.8% | 62.9%-16.1pp | 76.7%-29.9pp | 69.3%-22.5pp |
| Annual return | 5.94% | 22.52%-16.6pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $124 | $1,731-92.8% | $4,002-96.9% | $2,281-94.6% |
| Participant deferral / active EE | $1,663 | $3,158-47.3% | $4,797-65.3% | $3,203-48.1% |
| Admin fee / account holder | $1,043 | $3,647-71.4% | $8,520-87.8% | $4,296-75.7% |