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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 | $10,737 | $67,606-84.1% | $82,313-87.0% | $70,124-84.7% |
| Participation rate | 44.3% | 72.8%-28.5pp | 76.9%-32.6pp | 69.5%-25.2pp |
| Annual return | 43.63% | 21.57%+22.1pp | 25.88%+17.7pp | 73.14%-29.5pp |
| Employer contribution / active EE | $317 | $1,755-81.9% | $2,428-86.9% | $2,342-86.5% |
| Participant deferral / active EE | $1,458 | $2,987-51.2% | $3,706-60.7% | $3,332-56.2% |
| Admin fee / account holder | $937 | $4,512-79.2% | $5,608-83.3% | $4,645-79.8% |