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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 | $8,222 | $76,550-89.3% | $123,894-93.4% | $62,881-86.9% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 12.79% | 18.67%-5.9pp | 47.52%-34.7pp | 20.14%-7.4pp |
| Employer contribution / active EE | $379 | $2,882-86.9% | $4,617-91.8% | $2,281-83.4% |
| Participant deferral / active EE | $2,525 | $4,840-47.8% | $5,984-57.8% | $3,203-21.2% |
| Admin fee / account holder | $942 | $4,826-80.5% | $8,357-88.7% | $4,296-78.1% |