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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 | $7,358 | $78,707-90.7% | $117,861-93.8% | $70,126-89.5% |
| Participation rate | 58.3% | 73.2%-14.9pp | 79.7%-21.3pp | 69.5%-11.2pp |
| Annual return | 17.98% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $186 | $2,223-91.7% | $3,786-95.1% | $2,343-92.1% |
| Participant deferral / active EE | $1,742 | $3,297-47.2% | $4,482-61.1% | $3,332-47.7% |
| Admin fee / account holder | $1,499 | $5,066-70.4% | $8,021-81.3% | $4,645-67.7% |