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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 | $10,688 | $55,713-80.8% | $75,901-85.9% | $72,975-85.4% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 50.43% | 27.60%+22.8pp | 30.76%+19.7pp | 81.01%-30.6pp |
| Employer contribution / active EE | $200 | $1,687-88.1% | $2,501-92.0% | $2,440-91.8% |
| Participant deferral / active EE | $1,239 | $2,634-53.0% | $3,603-65.6% | $3,608-65.6% |
| Admin fee / account holder | $456 | $3,980-88.6% | $5,420-91.6% | $5,124-91.1% |