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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 | $11,116 | $110,212-89.9% | $96,534-88.5% | $139,466-92.0% |
| Participation rate | 40.9% | 78.1%-37.2pp | 76.0%-35.1pp | 80.3%-39.4pp |
| Annual return | 23.12% | 26.42%-3.3pp | 25.88%-2.8pp | 373.66%-350.5pp |
| Employer contribution / active EE | $800 | $3,620-77.9% | $2,965-73.0% | $4,754-83.2% |
| Participant deferral / active EE | $4,552 | $5,547-18.0% | $4,851-6.2% | $6,712-32.2% |
| Admin fee / account holder | $7,227 | $11,599-37.7% | $8,253-12.4% | $11,409-36.7% |