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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 | $8,992 | $135,956-93.4% | $123,894-92.7% | $273,970-96.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 55.18% | 56.63%-1.4pp | 47.52%+7.7pp | 41.46%+13.7pp |
| Employer contribution / active EE | $483 | $5,170-90.6% | $4,617-89.5% | $4,869-90.1% |
| Participant deferral / active EE | $2,569 | $6,343-59.5% | $5,984-57.1% | $5,287-51.4% |
| Admin fee / account holder | $337 | $9,817-96.6% | $8,357-96.0% | $10,132-96.7% |