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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 | $9,042 | $65,361-86.2% | $92,903-90.3% | $72,983-87.6% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 22.41% | 42.11%-19.7pp | 109.43%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $356 | $2,594-86.3% | $3,653-90.3% | $2,440-85.4% |
| Participant deferral / active EE | $1,899 | $3,128-39.3% | $4,238-55.2% | $3,608-47.4% |
| Admin fee / account holder | $2,220 | $4,251-47.8% | $5,795-61.7% | $5,124-56.7% |