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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 | $10,005 | $53,777-81.4% | $134,155-92.5% | $79,858-87.5% |
| Participation rate | 56.9% | 58.8%-1.9pp | 72.2%-15.3pp | 69.6%-12.8pp |
| Annual return | 11.16% | 19.01%-7.8pp | 36.34%-25.2pp | 31.72%-20.6pp |
| Employer contribution / active EE | $181 | $1,321-86.3% | $3,705-95.1% | $2,471-92.7% |
| Participant deferral / active EE | $1,141 | $2,420-52.8% | $3,500-67.4% | $3,740-69.5% |
| Admin fee / account holder | $1,989 | $3,984-50.1% | $6,685-70.3% | $5,306-62.5% |