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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 | $10,633 | $50,898-79.1% | $171,082-93.8% | $55,167-80.7% |
| Participation rate | 54.2% | 63.3%-9.1pp | 76.7%-22.5pp | 69.0%-14.8pp |
| Annual return | 10.57% | 15.34%-4.8pp | 32.56%-22.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $228 | $1,433-84.1% | $4,002-94.3% | $1,963-88.4% |
| Participant deferral / active EE | $1,229 | $2,994-59.0% | $4,797-74.4% | $3,054-59.8% |
| Admin fee / account holder | $365 | $500-27.0% | $8,520-95.7% | $504-27.6% |