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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 | $8,145 | $51,631-84.2% | $129,397-93.7% | $80,925-89.9% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 11.63% | 20.77%-9.1pp | 9453.98%-9442.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $8 | $1,583-99.5% | $4,154-99.8% | $2,756-99.7% |
| Participant deferral / active EE | $2,802 | $2,670+4.9% | $4,167-32.8% | $4,299-34.8% |
| Admin fee / account holder | $895 | $4,309-79.2% | $7,679-88.3% | $6,940-87.1% |