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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 | $10,998 | $65,361-83.2% | $92,903-88.2% | $72,983-84.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 22.49% | 42.11%-19.6pp | 109.43%-86.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $467 | $2,594-82.0% | $3,653-87.2% | $2,440-80.8% |
| Participant deferral / active EE | $1,912 | $3,128-38.9% | $4,238-54.9% | $3,608-47.0% |
| Admin fee / account holder | $472 | $4,251-88.9% | $5,795-91.9% | $5,124-90.8% |