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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 | $10,951 | $103,392-89.4% | $87,104-87.4% | $152,897-92.8% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 25.94% | 28.10%-2.2pp | 28.19%-2.3pp | 345.43%-319.5pp |
| Employer contribution / active EE | $535 | $3,221-83.4% | $2,521-78.8% | $4,764-88.8% |
| Participant deferral / active EE | $1,572 | $4,778-67.1% | $4,048-61.2% | $5,851-73.1% |
| Admin fee / account holder | $367 | $12,194-97.0% | $7,491-95.1% | $11,599-96.8% |