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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 | $9,269 | $81,664-88.7% | $70,476-86.8% | $158,966-94.2% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 4.46% | 208.59%-204.1pp | 109.12%-104.7pp | 302.95%-298.5pp |
| Employer contribution / active EE | $33 | $3,219-99.0% | $2,738-98.8% | $4,762-99.3% |
| Participant deferral / active EE | $1,115 | $4,556-75.5% | $3,710-69.9% | $5,983-81.4% |
| Admin fee / account holder | $1,098 | $6,197-82.3% | $3,847-71.5% | $11,250-90.2% |