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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 | $10,438 | $106,247-90.2% | $96,515-89.2% | $139,466-92.5% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 22.05% | 38.47%-16.4pp | 35.73%-13.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $435 | $4,106-89.4% | $3,740-88.4% | $4,754-90.9% |
| Participant deferral / active EE | $1,614 | $5,456-70.4% | $4,880-66.9% | $6,712-76.0% |
| Admin fee / account holder | $1,507 | $7,885-80.9% | $6,735-77.6% | $11,409-86.8% |