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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 | $7,824 | $181,896-95.7% | $156,551-95.0% | $273,972-97.1% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $319 | $6,248-94.9% | $5,501-94.2% | $4,869-93.5% |
| Participant deferral / active EE | $1,970 | $5,550-64.5% | $4,871-59.6% | $5,287-62.7% |
| Admin fee / account holder | $501 | $15,560-96.8% | $13,028-96.2% | $10,133-95.1% |