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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 | $7,958 | $81,208-90.2% | $98,920-92.0% | $79,852-90.0% |
| Participation rate | 48.1% | 72.5%-24.4pp | 76.0%-27.9pp | 69.6%-21.5pp |
| Annual return | 27.65% | 60.99%-33.3pp | 196.47%-168.8pp | 31.72%-4.1pp |
| Employer contribution / active EE | $178 | $1,960-90.9% | $2,689-93.4% | $2,471-92.8% |
| Participant deferral / active EE | $2,366 | $3,265-27.5% | $4,245-44.3% | $3,740-36.8% |
| Admin fee / account holder | $339 | $6,013-94.4% | $6,643-94.9% | $5,306-93.6% |