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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 | $10,355 | $78,425-86.8% | $95,956-89.2% | $79,858-87.0% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 18.29% | 19.37%-1.1pp | 91.63%-73.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $68 | $1,945-96.5% | $2,541-97.3% | $2,471-97.3% |
| Participant deferral / active EE | $3,642 | $3,440+5.9% | $4,167-12.6% | $3,740-2.6% |
| Admin fee / account holder | $7,034 | $5,622+25.1% | $6,797+3.5% | $5,306+32.6% |