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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 | $11,463 | $91,198-87.4% | $178,503-93.6% | $79,856-85.6% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 17.89% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $76 | $3,257-97.7% | $5,011-98.5% | $2,471-96.9% |
| Participant deferral / active EE | $956 | $3,237-70.5% | $5,202-81.6% | $3,741-74.4% |
| Admin fee / account holder | $3,424 | $6,748-49.3% | $13,987-75.5% | $5,306-35.5% |