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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 | $11,090 | $61,391-81.9% | $149,723-92.6% | $71,529-84.5% |
| Participation rate | 25.6% | 62.5%-36.9pp | 78.8%-53.2pp | 67.9%-42.3pp |
| Annual return | 17.78% | 35.88%-18.1pp | 134.50%-116.7pp | 28.97%-11.2pp |
| Employer contribution / active EE | $94 | $2,384-96.1% | $4,821-98.1% | $2,590-96.4% |
| Participant deferral / active EE | $972 | $2,921-66.7% | $5,682-82.9% | $4,291-77.4% |
| Admin fee / account holder | $503 | $1,264-60.2% | $13,215-96.2% | $1,588-68.4% |