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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 | $81,403-86.4% | $147,027-92.5% | $87,485-87.3% |
| Participation rate | 11.9% | 63.4%-51.5pp | 73.7%-61.8pp | 68.9%-57.0pp |
| Annual return | 18.97% | 16.51%+2.5pp | 20.23%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $483 | $2,205-78.1% | $3,626-86.7% | $2,596-81.4% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,200 | $6,755-67.4% | $12,223-82.0% | $7,775-71.7% |