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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 | $11,530 | $75,962-84.8% | $154,111-92.5% | $64,173-82.0% |
| Participation rate | 54.3% | 70.4%-16.1pp | 83.0%-28.7pp | 69.6%-15.2pp |
| Annual return | 3.52% | 30.32%-26.8pp | 735.18%-731.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $311 | $3,350-90.7% | $5,298-94.1% | $2,381-86.9% |
| Participant deferral / active EE | $1,088 | $3,175-65.7% | $5,081-78.6% | $3,470-68.6% |
| Admin fee / account holder | $2,484 | $5,589-55.6% | $13,411-81.5% | $4,887-49.2% |