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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 | $10,105 | $61,356-83.5% | $149,696-93.2% | $71,511-85.9% |
| Participation rate | 31.0% | 62.5%-31.5pp | 78.8%-47.8pp | 67.9%-37.0pp |
| Annual return | 15.73% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $205 | $2,382-91.4% | $4,821-95.7% | $2,589-92.1% |
| Participant deferral / active EE | $1,024 | $2,920-64.9% | $5,682-82.0% | $4,291-76.1% |
| Admin fee / account holder | $1,008 | $1,263-20.2% | $13,212-92.4% | $1,588-36.5% |