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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 | $8,988 | $72,272-87.6% | $101,264-91.1% | $79,858-88.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 37.46% | 22.30%+15.2pp | 46.48%-9.0pp | 31.72%+5.7pp |
| Employer contribution / active EE | $608 | $2,692-77.4% | $3,660-83.4% | $2,471-75.4% |
| Participant deferral / active EE | $1,610 | $3,282-50.9% | $4,370-63.2% | $3,740-56.9% |
| Admin fee / account holder | $1,247 | $4,401-71.7% | $5,947-79.0% | $5,306-76.5% |