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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 | $11,086 | $80,855-86.3% | $153,416-92.8% | $86,983-87.3% |
| Participation rate | 11.9% | 64.1%-52.2pp | 74.3%-62.4pp | 69.5%-57.6pp |
| Annual return | 18.97% | 16.18%+2.8pp | 17.84%+1.1pp | 25.83%-6.9pp |
| Employer contribution / active EE | $483 | $2,308-79.1% | $3,764-87.2% | $2,584-81.3% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,200 | $6,908-68.2% | $13,095-83.2% | $7,856-72.0% |