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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 | $8,835 | $161,352-94.5% | $134,172-93.4% | $137,256-93.6% |
| Participation rate | 44.4% | 78.3%-33.8pp | 72.5%-28.0pp | 80.0%-35.5pp |
| Annual return | 22.48% | 28.72%-6.2pp | 25.30%-2.8pp | 220.34%-197.9pp |
| Employer contribution / active EE | $566 | $4,099-86.2% | $3,420-83.4% | $4,156-86.4% |
| Participant deferral / active EE | $1,583 | $5,552-71.5% | $4,690-66.2% | $6,407-75.3% |
| Admin fee / account holder | $497 | $15,028-96.7% | $12,016-95.9% | $12,270-96.0% |