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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 | $10,165 | $48,364-79.0% | $71,796-85.8% | $62,881-83.8% |
| Participation rate | 53.6% | 60.6%-7.0pp | 69.1%-15.5pp | 69.3%-15.7pp |
| Annual return | 8.85% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $71 | $1,042-93.2% | $1,924-96.3% | $2,281-96.9% |
| Participant deferral / active EE | $1,061 | $2,091-49.3% | $2,794-62.0% | $3,203-66.9% |
| Admin fee / account holder | $340 | $3,771-91.0% | $4,815-92.9% | $4,296-92.1% |