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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 | $11,285 | $76,551-85.3% | $123,894-90.9% | $62,881-82.1% |
| Participation rate | 21.7% | 73.0%-51.3pp | 81.4%-59.7pp | 69.3%-47.6pp |
| Annual return | 6.43% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $86 | $2,882-97.0% | $4,617-98.1% | $2,281-96.2% |
| Participant deferral / active EE | $2,408 | $4,840-50.3% | $5,984-59.8% | $3,203-24.8% |
| Admin fee / account holder | $374 | $4,826-92.3% | $8,357-95.5% | $4,296-91.3% |