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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 | $11,060 | $106,267-89.6% | $96,520-88.5% | $139,456-92.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.26% | 38.45%-25.2pp | 35.72%-22.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $608 | $4,105-85.2% | $3,739-83.7% | $4,753-87.2% |
| Participant deferral / active EE | $2,749 | $5,454-49.6% | $4,879-43.6% | $6,711-59.0% |
| Admin fee / account holder | $5,495 | $7,882-30.3% | $6,733-18.4% | $11,407-51.8% |