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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 | $8,519 | $65,367-87.0% | $92,915-90.8% | $72,976-88.3% |
| Participation rate | 68.9% | 68.3%+0.6pp | 76.0%-7.1pp | 69.5%-0.6pp |
| Annual return | 24.72% | 42.11%-17.4pp | 109.45%-84.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $461 | $2,594-82.2% | $3,653-87.4% | $2,440-81.1% |
| Participant deferral / active EE | $1,589 | $3,128-49.2% | $4,238-62.5% | $3,608-56.0% |
| Admin fee / account holder | $468 | $4,251-89.0% | $5,796-91.9% | $5,124-90.9% |