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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 | $11,289 | $88,672-87.3% | $105,223-89.3% | $82,448-86.3% |
| Participation rate | 46.4% | 67.9%-21.5pp | 75.0%-28.6pp | 68.1%-21.6pp |
| Annual return | 22.47% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $677 | $3,048-77.8% | $3,689-81.6% | $2,551-73.5% |
| Participant deferral / active EE | $1,933 | $4,036-52.1% | $5,072-61.9% | $4,139-53.3% |
| Admin fee / account holder | $1,142 | $7,146-84.0% | $8,859-87.1% | $7,234-84.2% |