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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 | $11,963 | $85,171-86.0% | $172,753-93.1% | $72,976-83.6% |
| Participation rate | 46.6% | 70.1%-23.5pp | 82.6%-36.1pp | 69.5%-22.9pp |
| Annual return | 23.01% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $263 | $3,324-92.1% | $5,144-94.9% | $2,440-89.2% |
| Participant deferral / active EE | $1,398 | $3,260-57.1% | $5,198-73.1% | $3,608-61.2% |
| Admin fee / account holder | $953 | $5,880-83.8% | $13,956-93.2% | $5,124-81.4% |