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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 | $10,087 | $82,028-87.7% | $123,105-91.8% | $59,633-83.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 86.8%-26.8pp | 68.7%-8.7pp |
| Annual return | 10.33% | 5.12%+5.2pp | 13.22%-2.9pp | 2041.45%-2031.1pp |
| Employer contribution / active EE | $792 | $3,297-76.0% | $5,151-84.6% | $2,203-64.0% |
| Participant deferral / active EE | $2,279 | $4,667-51.2% | $6,229-63.4% | $3,192-28.6% |
| Admin fee / account holder | $790 | $5,879-86.6% | $9,014-91.2% | $4,297-81.6% |