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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 | $8,457 | $99,345-91.5% | $84,753-90.0% | $273,972-96.9% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 13.58% | 22.93%-9.3pp | 22.78%-9.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $434 | $4,214-89.7% | $3,574-87.9% | $4,869-91.1% |
| Participant deferral / active EE | $4,728 | $4,270+10.7% | $3,712+27.4% | $5,287-10.6% |
| Admin fee / account holder | $1,383 | $6,645-79.2% | $5,333-74.1% | $10,133-86.4% |