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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 | $8,265 | $63,346-87.0% | $92,240-91.0% | $70,126-88.2% |
| Participation rate | 57.4% | 68.7%-11.3pp | 76.5%-19.1pp | 69.5%-12.2pp |
| Annual return | 20.20% | 530.19%-510.0pp | 176.29%-156.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $277 | $2,471-88.8% | $3,680-92.5% | $2,343-88.2% |
| Participant deferral / active EE | $1,503 | $2,854-47.3% | $3,897-61.4% | $3,332-54.9% |
| Admin fee / account holder | $1,079 | $3,841-71.9% | $5,194-79.2% | $4,645-76.8% |