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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 | $9,361 | $54,763-82.9% | $90,324-89.6% | $72,976-87.2% |
| Participation rate | 34.5% | 65.2%-30.7pp | 73.3%-38.8pp | 69.5%-35.0pp |
| Annual return | 24.08% | 30.63%-6.5pp | 78.15%-54.1pp | 81.02%-56.9pp |
| Employer contribution / active EE | $210 | $2,093-90.0% | $2,856-92.7% | $2,440-91.4% |
| Participant deferral / active EE | $2,310 | $2,887-20.0% | $3,885-40.5% | $3,608-36.0% |
| Admin fee / account holder | $319 | $3,973-92.0% | $5,356-94.0% | $5,124-93.8% |