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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 | $10,047 | $110,379-90.9% | $102,412-90.2% | $145,884-93.1% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 11.65% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $12 | $4,216-99.7% | $3,870-99.7% | $4,662-99.7% |
| Participant deferral / active EE | $1,621 | $5,622-71.2% | $5,060-68.0% | $6,690-75.8% |
| Admin fee / account holder | $547 | $9,745-94.4% | $8,388-93.5% | $13,392-95.9% |