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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 | $8,470 | $111,814-92.4% | $103,378-91.8% | $145,978-94.2% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 12.75% | 24.80%-12.0pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $474 | $4,215-88.8% | $3,870-87.8% | $4,662-89.8% |
| Participant deferral / active EE | $3,166 | $5,618-43.6% | $5,058-37.4% | $6,690-52.7% |
| Admin fee / account holder | $26,093 | $9,764+167.2% | $8,401+210.6% | $13,400+94.7% |