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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 | $7,022 | $69,273-89.9% | $90,796-92.3% | $82,637-91.5% |
| Participation rate | 55.1% | 64.0%-9.0pp | 69.5%-14.4pp | 68.1%-13.0pp |
| Annual return | 14.08% | 18.37%-4.3pp | 19.29%-5.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $242 | $1,865-87.0% | $2,294-89.4% | $2,552-90.5% |
| Participant deferral / active EE | $1,279 | $3,047-58.0% | $3,822-66.5% | $4,126-69.0% |
| Admin fee / account holder | $650 | $5,511-88.2% | $7,024-90.7% | $7,339-91.1% |