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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 | $47,905 | $254,759-81.2% | $216,567-77.9% | $198,609-75.9% |
| Participation rate | 53.3% | 84.5%-31.2pp | 81.6%-28.3pp | 82.4%-29.0pp |
| Annual return | 8.00% | 10.04%-2.0pp | 12.94%-4.9pp | 202.70%-194.7pp |
| Employer contribution / active EE | $814 | $6,096-86.6% | $5,216-84.4% | $5,055-83.9% |
| Participant deferral / active EE | $6,670 | $6,948-4.0% | $6,191+7.8% | $6,977-4.4% |
| Admin fee / account holder | $113,876 | $26,311+332.8% | $21,981+418.1% | $19,030+498.4% |