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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 | $6,388 | $72,027-91.1% | $185,835-96.6% | $79,852-92.0% |
| Participation rate | 67.9% | 65.8%+2.1pp | 78.0%-10.2pp | 69.6%-1.8pp |
| Annual return | 32.29% | 23.13%+9.2pp | 35.96%-3.7pp | 31.72%+0.6pp |
| Employer contribution / active EE | $249 | $1,965-87.3% | $4,087-93.9% | $2,471-89.9% |
| Participant deferral / active EE | $2,257 | $3,780-40.3% | $5,633-59.9% | $3,740-39.7% |
| Admin fee / account holder | $403 | $4,513-91.1% | $9,502-95.8% | $5,306-92.4% |