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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 | $10,163 | $60,349-83.2% | $74,184-86.3% | $62,881-83.8% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $250 | $1,680-85.1% | $2,370-89.5% | $2,281-89.0% |
| Participant deferral / active EE | $1,529 | $2,856-46.5% | $3,550-56.9% | $3,203-52.3% |
| Admin fee / account holder | $374 | $4,261-91.2% | $5,586-93.3% | $4,296-91.3% |