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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 | $11,477 | $215,361-94.7% | $171,082-93.3% | $273,972-95.8% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 2.72% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $87 | $4,967-98.2% | $4,002-97.8% | $4,869-98.2% |
| Participant deferral / active EE | $3,635 | $5,543-34.4% | $4,797-24.2% | $5,287-31.3% |
| Admin fee / account holder | $8,596 | $10,846-20.7% | $8,520+0.9% | $10,133-15.2% |