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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 | $11,752 | $63,346-81.4% | $92,240-87.3% | $70,126-83.2% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 13.69% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $278 | $2,471-88.8% | $3,680-92.5% | $2,343-88.1% |
| Participant deferral / active EE | $1,169 | $2,854-59.0% | $3,897-70.0% | $3,332-64.9% |
| Admin fee / account holder | $1,861 | $3,841-51.5% | $5,194-64.2% | $4,645-59.9% |