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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 | $11,306 | $157,829-92.8% | $136,867-91.7% | $198,609-94.3% |
| Participation rate | 41.2% | 77.2%-36.0pp | 74.5%-33.4pp | 82.4%-41.2pp |
| Annual return | 10.46% | 51.25%-40.8pp | 42.97%-32.5pp | 202.70%-192.2pp |
| Employer contribution / active EE | $522 | $3,923-86.7% | $3,547-85.3% | $5,055-89.7% |
| Participant deferral / active EE | $2,063 | $5,463-62.2% | $4,924-58.1% | $6,977-70.4% |
| Admin fee / account holder | $10,394 | $11,107-6.4% | $10,340+0.5% | $19,030-45.4% |