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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 | $9,036 | $79,449-88.6% | $189,575-95.2% | $85,847-89.5% |
| Participation rate | 26.5% | 66.0%-39.5pp | 78.4%-52.0pp | 69.3%-42.8pp |
| Annual return | 14.33% | 18.45%-4.1pp | 64.19%-49.9pp | 318.61%-304.3pp |
| Employer contribution / active EE | $265 | $2,081-87.3% | $4,412-94.0% | $2,565-89.7% |
| Participant deferral / active EE | $1,392 | $4,051-65.6% | $6,174-77.5% | $3,952-64.8% |
| Admin fee / account holder | $334 | $5,377-93.8% | $9,806-96.6% | $6,261-94.7% |