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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 | $9,071 | $91,559-90.1% | $133,971-93.2% | $79,852-88.6% |
| Participation rate | 31.2% | 73.3%-42.2pp | 79.8%-48.7pp | 69.6%-38.5pp |
| Annual return | 11.03% | 61.85%-50.8pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $202 | $2,384-91.5% | $3,919-94.9% | $2,471-91.8% |
| Participant deferral / active EE | $2,016 | $3,734-46.0% | $5,047-60.0% | $3,740-46.1% |
| Admin fee / account holder | $864 | $6,321-86.3% | $8,929-90.3% | $5,306-83.7% |