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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 | $7,624 | $181,896-95.8% | $156,551-95.1% | $273,972-97.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 17.84% | 30.74%-12.9pp | 32.23%-14.4pp | 41.46%-23.6pp |
| Employer contribution / active EE | $800 | $6,248-87.2% | $5,501-85.5% | $4,869-83.6% |
| Participant deferral / active EE | $4,134 | $5,550-25.5% | $4,871-15.1% | $5,287-21.8% |
| Admin fee / account holder | $304 | $15,560-98.0% | $13,028-97.7% | $10,133-97.0% |