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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 | $9,339 | $117,895-92.1% | $102,460-90.9% | $145,897-93.6% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 15.21% | 31.92%-16.7pp | 29.47%-14.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $826 | $3,619-77.2% | $3,025-72.7% | $4,663-82.3% |
| Participant deferral / active EE | $2,393 | $5,736-58.3% | $5,056-52.7% | $6,689-64.2% |
| Admin fee / account holder | $376 | $13,353-97.2% | $9,460-96.0% | $13,390-97.2% |