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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 | $10,326 | $110,410-90.6% | $102,437-89.9% | $145,897-92.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.84% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $663 | $4,217-84.3% | $3,871-82.9% | $4,663-85.8% |
| Participant deferral / active EE | $2,675 | $5,622-52.4% | $5,060-47.1% | $6,689-60.0% |
| Admin fee / account holder | $1,007 | $9,745-89.7% | $8,388-88.0% | $13,390-92.5% |