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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 | $9,129 | $106,247-91.4% | $96,515-90.5% | $139,466-93.5% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 11.88% | 38.47%-26.6pp | 35.73%-23.9pp | 373.66%-361.8pp |
| Employer contribution / active EE | $620 | $4,106-84.9% | $3,740-83.4% | $4,754-87.0% |
| Participant deferral / active EE | $1,566 | $5,456-71.3% | $4,880-67.9% | $6,712-76.7% |
| Admin fee / account holder | $1,693 | $7,885-78.5% | $6,735-74.9% | $11,409-85.2% |