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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 | $8,547 | $106,247-92.0% | $96,515-91.1% | $139,466-93.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 21.63% | 38.47%-16.8pp | 35.73%-14.1pp | 373.66%-352.0pp |
| Employer contribution / active EE | $742 | $4,106-81.9% | $3,740-80.2% | $4,754-84.4% |
| Participant deferral / active EE | $1,457 | $5,456-73.3% | $4,880-70.1% | $6,712-78.3% |
| Admin fee / account holder | $466 | $7,885-94.1% | $6,735-93.1% | $11,409-95.9% |