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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 | $11,907 | $91,198-86.9% | $178,503-93.3% | $79,856-85.1% |
| Participation rate | 42.3% | 69.2%-27.0pp | 81.9%-39.7pp | 69.6%-27.4pp |
| Annual return | 24.87% | 24.20%+0.7pp | 151.12%-126.2pp | 31.71%-6.8pp |
| Employer contribution / active EE | $266 | $3,257-91.8% | $5,011-94.7% | $2,471-89.2% |
| Participant deferral / active EE | $1,361 | $3,237-57.9% | $5,202-73.8% | $3,741-63.6% |
| Admin fee / account holder | $1,473 | $6,748-78.2% | $13,987-89.5% | $5,306-72.2% |