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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 | $7,990 | $181,896-95.6% | $156,551-94.9% | $273,972-97.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 12.80% | 30.74%-17.9pp | 32.23%-19.4pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,044 | $6,248-83.3% | $5,501-81.0% | $4,869-78.6% |
| Participant deferral / active EE | $2,001 | $5,550-64.0% | $4,871-58.9% | $5,287-62.2% |
| Admin fee / account holder | $826 | $15,560-94.7% | $13,028-93.7% | $10,133-91.8% |