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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 | $11,248 | $53,128-78.8% | $86,582-87.0% | $70,126-84.0% |
| Participation rate | 55.0% | 65.3%-10.3pp | 73.5%-18.5pp | 69.5%-14.5pp |
| Annual return | 17.96% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $188 | $2,068-90.9% | $2,839-93.4% | $2,343-92.0% |
| Participant deferral / active EE | $956 | $2,695-64.5% | $3,609-73.5% | $3,332-71.3% |
| Admin fee / account holder | $976 | $3,584-72.8% | $4,904-80.1% | $4,645-79.0% |