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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 | $11,519 | $91,179-87.4% | $178,499-93.5% | $79,852-85.6% |
| Participation rate | 17.2% | 69.2%-52.0pp | 81.9%-64.7pp | 69.6%-52.4pp |
| Annual return | 20.31% | 24.19%-3.9pp | 151.10%-130.8pp | 31.72%-11.4pp |
| Employer contribution / active EE | $183 | $3,256-94.4% | $5,011-96.3% | $2,471-92.6% |
| Participant deferral / active EE | $1,069 | $3,236-67.0% | $5,202-79.5% | $3,740-71.4% |
| Admin fee / account holder | $2,109 | $6,749-68.7% | $13,986-84.9% | $5,306-60.2% |