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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 | $6,060 | $79,557-92.4% | $118,746-94.9% | $70,124-91.4% |
| Participation rate | 69.1% | 71.4%-2.3pp | 78.3%-9.2pp | 69.5%-0.5pp |
| Annual return | 21.36% | 25.64%-4.3pp | 24.54%-3.2pp | 73.14%-51.8pp |
| Employer contribution / active EE | $70 | $2,861-97.6% | $4,193-98.3% | $2,342-97.0% |
| Participant deferral / active EE | $1,799 | $4,089-56.0% | $5,332-66.3% | $3,332-46.0% |
| Admin fee / account holder | $324 | $5,374-94.0% | $10,720-97.0% | $4,645-93.0% |