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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 | $9,344 | $181,898-94.9% | $156,552-94.0% | $273,970-96.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.81% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $520 | $6,248-91.7% | $5,501-90.5% | $4,869-89.3% |
| Participant deferral / active EE | $2,602 | $5,550-53.1% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $339 | $15,560-97.8% | $13,028-97.4% | $10,132-96.7% |