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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 | $10,249 | $49,255-79.2% | $70,494-85.5% | $79,856-87.2% |
| Participation rate | 36.2% | 69.2%-33.0pp | 75.1%-38.9pp | 69.6%-33.5pp |
| Annual return | 17.60% | 30.10%-12.5pp | 109.16%-91.6pp | 31.71%-14.1pp |
| Employer contribution / active EE | $288 | $2,100-86.3% | $2,738-89.5% | $2,471-88.3% |
| Participant deferral / active EE | $922 | $2,768-66.7% | $3,711-75.1% | $3,741-75.3% |
| Admin fee / account holder | $1,091 | $2,879-62.1% | $3,848-71.6% | $5,306-79.4% |