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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 | $10,414 | $91,559-88.6% | $133,971-92.2% | $79,852-87.0% |
| Participation rate | 38.9% | 73.3%-34.5pp | 79.8%-41.0pp | 69.6%-30.7pp |
| Annual return | 18.38% | 61.85%-43.5pp | 45.09%-26.7pp | 31.72%-13.3pp |
| Employer contribution / active EE | $67 | $2,384-97.2% | $3,919-98.3% | $2,471-97.3% |
| Participant deferral / active EE | $1,984 | $3,734-46.9% | $5,047-60.7% | $3,740-47.0% |
| Admin fee / account holder | $476 | $6,321-92.5% | $8,929-94.7% | $5,306-91.0% |