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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 | $11,208 | $84,936-86.8% | $111,308-89.9% | $79,391-85.9% |
| Participation rate | 29.4% | 75.9%-46.5pp | 77.3%-48.0pp | 70.7%-41.4pp |
| Annual return | 33.65% | 17.45%+16.2pp | 54.67%-21.0pp | 116.88%-83.2pp |
| Employer contribution / active EE | $568 | $1,979-71.3% | $2,732-79.2% | $2,428-76.6% |
| Participant deferral / active EE | $2,008 | $3,888-48.4% | $4,487-55.3% | $4,046-50.4% |
| Admin fee / account holder | $625 | $537+16.4% | $7,965-92.1% | $627-0.2% |