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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 | $7,504 | $58,888-87.3% | $178,499-95.8% | $73,493-89.8% |
| Participation rate | 54.3% | 66.2%-11.9pp | 81.9%-27.6pp | 70.7%-16.4pp |
| Annual return | 16.12% | 24.86%-8.7pp | 151.10%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $306 | $2,236-86.3% | $5,011-93.9% | $2,270-86.5% |
| Participant deferral / active EE | $977 | $2,568-62.0% | $5,202-81.2% | $3,740-73.9% |
| Admin fee / account holder | $662 | $400+65.4% | $13,986-95.3% | $513+29.1% |