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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 | $7,836 | $79,961-90.2% | $98,462-92.0% | $75,177-89.6% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.2%-31.2pp | 67.2%-23.2pp |
| Annual return | 19.18% | 19.75%-0.6pp | 21.17%-2.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $299 | $2,264-86.8% | $3,049-90.2% | $2,671-88.8% |
| Participant deferral / active EE | $1,701 | $3,753-54.7% | $4,738-64.1% | $4,126-58.8% |
| Admin fee / account holder | $850 | $6,842-87.6% | $8,875-90.4% | $5,651-85.0% |