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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 | $9,953 | $73,978-86.5% | $96,515-89.7% | $75,173-86.8% |
| Participation rate | 48.6% | 66.4%-17.9pp | 74.3%-25.8pp | 67.2%-18.6pp |
| Annual return | 32.99% | 26.72%+6.3pp | 35.73%-2.7pp | 160.72%-127.7pp |
| Employer contribution / active EE | $533 | $2,931-81.8% | $3,740-85.7% | $2,671-80.0% |
| Participant deferral / active EE | $2,494 | $3,660-31.9% | $4,880-48.9% | $4,126-39.6% |
| Admin fee / account holder | $307 | $5,219-94.1% | $6,735-95.4% | $5,651-94.6% |