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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 | $10,967 | $91,037-88.0% | $71,671-84.7% | $147,586-92.6% |
| Participation rate | 42.9% | 76.1%-33.3pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 13.78% | 20.48%-6.7pp | 20.65%-6.9pp | 578.59%-564.8pp |
| Employer contribution / active EE | $468 | $3,327-85.9% | $2,460-81.0% | $4,876-90.4% |
| Participant deferral / active EE | $1,179 | $4,498-73.8% | $3,438-65.7% | $5,439-78.3% |
| Admin fee / account holder | $755 | $8,613-91.2% | $5,558-86.4% | $10,886-93.1% |