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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 | $11,848 | $62,672-81.1% | $185,117-93.6% | $70,126-83.1% |
| Participation rate | 57.6% | 63.8%-6.2pp | 77.3%-19.7pp | 69.5%-12.0pp |
| Annual return | 19.11% | 40.79%-21.7pp | 40.50%-21.4pp | 73.15%-54.0pp |
| Employer contribution / active EE | $176 | $1,753-90.0% | $4,182-95.8% | $2,343-92.5% |
| Participant deferral / active EE | $2,277 | $3,272-30.4% | $5,045-54.9% | $3,332-31.7% |
| Admin fee / account holder | $657 | $3,932-83.3% | $8,159-92.0% | $4,645-85.9% |