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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 | $11,517 | $124,980-90.8% | $108,359-89.4% | $154,746-92.6% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 12.03% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $220 | $2,851-92.3% | $2,399-90.8% | $4,379-95.0% |
| Participant deferral / active EE | $1,912 | $4,743-59.7% | $4,137-53.8% | $6,730-71.6% |
| Admin fee / account holder | $4,547 | $11,502-60.5% | $9,741-53.3% | $14,365-68.3% |