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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 | $10,168 | $50,972-80.1% | $88,538-88.5% | $72,983-86.1% |
| Participation rate | 36.0% | 63.4%-27.4pp | 68.7%-32.7pp | 69.5%-33.5pp |
| Annual return | 18.29% | 29.62%-11.3pp | 43.64%-25.4pp | 81.01%-62.7pp |
| Employer contribution / active EE | $97 | $1,475-93.4% | $2,098-95.4% | $2,440-96.0% |
| Participant deferral / active EE | $971 | $2,230-56.5% | $2,914-66.7% | $3,608-73.1% |
| Admin fee / account holder | $1,794 | $3,230-44.5% | $4,310-58.4% | $5,124-65.0% |