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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 | $9,277 | $141,004-93.4% | $112,273-91.7% | $139,466-93.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.97% | 32.75%-21.8pp | 30.23%-19.3pp | 373.66%-362.7pp |
| Employer contribution / active EE | $754 | $4,285-82.4% | $3,431-78.0% | $4,754-84.1% |
| Participant deferral / active EE | $5,598 | $5,878-4.8% | $4,800+16.6% | $6,712-16.6% |
| Admin fee / account holder | $587 | $9,959-94.1% | $7,752-92.4% | $11,409-94.9% |