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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 | $9,014 | $135,956-93.4% | $123,894-92.7% | $273,972-96.7% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 7.51% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $240 | $5,170-95.4% | $4,617-94.8% | $4,869-95.1% |
| Participant deferral / active EE | $2,023 | $6,343-68.1% | $5,984-66.2% | $5,287-61.7% |
| Admin fee / account holder | $8,163 | $9,817-16.8% | $8,357-2.3% | $10,133-19.4% |