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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 | $10,845 | $103,392-89.5% | $87,104-87.5% | $152,897-92.9% |
| Participation rate | 58.3% | 79.4%-21.0pp | 76.9%-18.5pp | 82.5%-24.1pp |
| Annual return | 21.72% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.7pp |
| Employer contribution / active EE | $528 | $3,221-83.6% | $2,521-79.1% | $4,764-88.9% |
| Participant deferral / active EE | $1,608 | $4,778-66.3% | $4,048-60.3% | $5,851-72.5% |
| Admin fee / account holder | $973 | $12,194-92.0% | $7,491-87.0% | $11,599-91.6% |