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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 | $11,945 | $85,171-86.0% | $172,752-93.1% | $72,975-83.6% |
| Participation rate | 48.9% | 70.1%-21.2pp | 82.6%-33.8pp | 69.5%-20.6pp |
| Annual return | 26.28% | 27.32%-1.0pp | 802.97%-776.7pp | 81.01%-54.7pp |
| Employer contribution / active EE | $32 | $3,324-99.0% | $5,144-99.4% | $2,440-98.7% |
| Participant deferral / active EE | $1,064 | $3,260-67.4% | $5,198-79.5% | $3,608-70.5% |
| Admin fee / account holder | $385 | $5,880-93.4% | $13,955-97.2% | $5,124-92.5% |