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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 | $13,016 | $71,230-81.7% | $93,727-86.1% | $80,959-83.9% |
| Participation rate | 57.3% | 60.4%-3.1pp | 68.7%-11.4pp | 67.7%-10.3pp |
| Annual return | 10.54% | 11.26%-0.7pp | 133.83%-123.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $167 | $1,565-89.3% | $2,421-93.1% | $2,757-93.9% |
| Participant deferral / active EE | $1,246 | $4,037-69.1% | $4,417-71.8% | $4,300-71.0% |
| Admin fee / account holder | $1,010 | $6,961-85.5% | $8,292-87.8% | $6,925-85.4% |