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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 | $6,893 | $81,262-91.5% | $155,602-95.6% | $80,911-91.5% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.6%-10.0pp |
| Annual return | 17.93% | 33.34%-15.4pp | 64.81%-46.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $282 | $3,102-90.9% | $4,675-94.0% | $2,756-89.8% |
| Participant deferral / active EE | $1,194 | $3,451-65.4% | $5,629-78.8% | $4,297-72.2% |
| Admin fee / account holder | $1,996 | $7,992-75.0% | $15,923-87.5% | $6,935-71.2% |