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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 | $11,210 | $48,078-76.7% | $78,676-85.8% | $62,881-82.2% |
| Participation rate | 20.3% | 65.2%-44.9pp | 73.6%-53.2pp | 69.3%-49.0pp |
| Annual return | 76.03% | 31.36%+44.7pp | 62.19%+13.8pp | 20.14%+55.9pp |
| Employer contribution / active EE | $95 | $2,015-95.3% | $2,850-96.7% | $2,281-95.8% |
| Participant deferral / active EE | $769 | $2,587-70.3% | $3,517-78.1% | $3,203-76.0% |
| Admin fee / account holder | $317 | $3,206-90.1% | $4,510-93.0% | $4,296-92.6% |