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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 | $10,720 | $73,988-85.5% | $96,538-88.9% | $75,177-85.7% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.0pp | 67.2%-5.9pp |
| Annual return | 15.92% | 26.73%-10.8pp | 35.74%-19.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $17 | $2,930-99.4% | $3,740-99.5% | $2,671-99.4% |
| Participant deferral / active EE | $2,965 | $3,660-19.0% | $4,880-39.2% | $4,126-28.1% |
| Admin fee / account holder | $1,897 | $5,220-63.7% | $6,737-71.8% | $5,651-66.4% |