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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 | $10,618 | $167,353-93.7% | $143,797-92.6% | $134,545-92.1% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | 0.49% | 0.48%0pp | -0.04%+0.5pp | 418.37%-417.9pp |
| Employer contribution / active EE | $1,065 | $5,620-81.1% | $4,952-78.5% | $4,742-77.5% |
| Participant deferral / active EE | $2,586 | $6,447-59.9% | $5,638-54.1% | $6,401-59.6% |
| Admin fee / account holder | $757 | $18,096-95.8% | $14,679-94.8% | $11,431-93.4% |