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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 | $12,859 | $77,638-83.4% | $156,551-91.8% | $62,881-79.6% |
| Participation rate | 56.0% | 71.2%-15.2pp | 84.0%-28.0pp | 69.3%-13.3pp |
| Annual return | 13.27% | 50.33%-37.1pp | 32.23%-19.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $304 | $3,444-91.2% | $5,501-94.5% | $2,281-86.7% |
| Participant deferral / active EE | $1,507 | $3,046-50.5% | $4,871-69.1% | $3,203-53.0% |
| Admin fee / account holder | $832 | $5,561-85.0% | $13,028-93.6% | $4,296-80.6% |