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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 | $10,983 | $52,967-79.3% | $172,753-93.6% | $65,186-83.2% |
| Participation rate | 31.0% | 66.2%-35.2pp | 82.6%-51.7pp | 70.2%-39.2pp |
| Annual return | 26.23% | 30.12%-3.9pp | 803.00%-776.8pp | 29.39%-3.2pp |
| Employer contribution / active EE | $209 | $2,190-90.4% | $5,144-95.9% | $2,177-90.4% |
| Participant deferral / active EE | $1,025 | $2,471-58.5% | $5,198-80.3% | $3,514-70.8% |
| Admin fee / account holder | $312 | $472-33.9% | $13,956-97.8% | $847-63.1% |