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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 | $11,402 | $135,956-91.6% | $123,894-90.8% | $273,972-95.8% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 13.56% | 56.63%-43.1pp | 47.52%-34.0pp | 41.46%-27.9pp |
| Employer contribution / active EE | $665 | $5,170-87.1% | $4,617-85.6% | $4,869-86.3% |
| Participant deferral / active EE | $2,132 | $6,343-66.4% | $5,984-64.4% | $5,287-59.7% |
| Admin fee / account holder | $304 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |