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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 | $11,755 | $41,377-71.6% | $109,313-89.2% | $62,881-81.3% |
| Participation rate | 36.4% | 57.5%-21.2pp | 71.3%-34.9pp | 69.3%-32.9pp |
| Annual return | 11.43% | 11.05%+0.4pp | 22.07%-10.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $141 | $1,276-89.0% | $3,892-96.4% | $2,281-93.8% |
| Participant deferral / active EE | $858 | $2,045-58.1% | $3,166-72.9% | $3,203-73.2% |
| Admin fee / account holder | $393 | $2,884-86.4% | $5,666-93.1% | $4,296-90.9% |