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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 | $11,346 | $181,896-93.8% | $156,551-92.8% | $273,972-95.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.23% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $847 | $6,248-86.5% | $5,501-84.6% | $4,869-82.6% |
| Participant deferral / active EE | $2,952 | $5,550-46.8% | $4,871-39.4% | $5,287-44.2% |
| Admin fee / account holder | $10,449 | $15,560-32.8% | $13,028-19.8% | $10,133+3.1% |