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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 | $9,903 | $86,050-88.5% | $189,758-94.8% | $94,015-89.5% |
| Participation rate | 41.4% | 68.9%-27.5pp | 79.8%-38.4pp | 70.8%-29.4pp |
| Annual return | 16.92% | 17.77%-0.9pp | 52.62%-35.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $261 | $2,819-90.7% | $4,767-94.5% | $2,790-90.6% |
| Participant deferral / active EE | $1,534 | $3,349-54.2% | $5,856-73.8% | $4,249-63.9% |
| Admin fee / account holder | $502 | $6,627-92.4% | $20,388-97.5% | $8,951-94.4% |