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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 | $11,678 | $135,956-91.4% | $123,894-90.6% | $273,970-95.7% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 14.45% | 56.63%-42.2pp | 47.52%-33.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $795 | $5,170-84.6% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $5,311 | $6,343-16.3% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $4,298 | $9,817-56.2% | $8,357-48.6% | $10,132-57.6% |