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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 | $11,640 | $88,707-86.9% | $74,184-84.3% | $273,972-95.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.13% | 11.94%-7.8pp | 17.74%-13.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $309 | $3,159-90.2% | $2,370-87.0% | $4,869-93.6% |
| Participant deferral / active EE | $1,374 | $4,212-67.4% | $3,550-61.3% | $5,287-74.0% |
| Admin fee / account holder | $9,683 | $8,717+11.1% | $5,586+73.4% | $10,133-4.4% |