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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 | $6,462 | $85,171-92.4% | $172,752-96.3% | $72,975-91.1% |
| Participation rate | 51.7% | 70.1%-18.3pp | 82.6%-30.9pp | 69.5%-17.8pp |
| Annual return | 25.88% | 27.32%-1.4pp | 802.97%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $261 | $3,324-92.2% | $5,144-94.9% | $2,440-89.3% |
| Participant deferral / active EE | $2,116 | $3,260-35.1% | $5,198-59.3% | $3,608-41.4% |
| Admin fee / account holder | $686 | $5,880-88.3% | $13,955-95.1% | $5,124-86.6% |