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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 | $8,667 | $127,387-93.2% | $115,038-92.5% | $125,389-93.1% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -3.21% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $183 | $5,166-96.5% | $4,608-96.0% | $4,866-96.2% |
| Participant deferral / active EE | $2,353 | $6,423-63.4% | $6,026-61.0% | $5,352-56.0% |
| Admin fee / account holder | $1,072 | $9,516-88.7% | $8,175-86.9% | $9,541-88.8% |