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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 | $10,083 | $72,269-86.0% | $101,271-90.0% | $79,852-87.4% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 16.58% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $230 | $2,692-91.5% | $3,660-93.7% | $2,471-90.7% |
| Participant deferral / active EE | $1,525 | $3,282-53.5% | $4,371-65.1% | $3,740-59.2% |
| Admin fee / account holder | $3,309 | $4,401-24.8% | $5,948-44.4% | $5,306-37.6% |