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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 | $8,963 | $99,345-91.0% | $84,753-89.4% | $273,972-96.7% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 3.43% | 22.93%-19.5pp | 22.78%-19.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $523 | $4,214-87.6% | $3,574-85.4% | $4,869-89.3% |
| Participant deferral / active EE | $1,898 | $4,270-55.5% | $3,712-48.9% | $5,287-64.1% |
| Admin fee / account holder | $7,595 | $6,645+14.3% | $5,333+42.4% | $10,133-25.0% |