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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 | $8,074 | $181,896-95.6% | $156,551-94.8% | $273,972-97.1% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 7.80% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $479 | $6,248-92.3% | $5,501-91.3% | $4,869-90.2% |
| Participant deferral / active EE | $2,049 | $5,550-63.1% | $4,871-57.9% | $5,287-61.3% |
| Admin fee / account holder | $1,273 | $15,560-91.8% | $13,028-90.2% | $10,133-87.4% |