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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 | $7,424 | $78,670-90.6% | $109,173-93.2% | $85,847-91.4% |
| Participation rate | 46.2% | 68.3%-22.1pp | 75.9%-29.7pp | 69.3%-23.2pp |
| Annual return | 11.60% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $295 | $2,734-89.2% | $3,723-92.1% | $2,565-88.5% |
| Participant deferral / active EE | $1,870 | $3,467-46.1% | $4,654-59.8% | $3,952-52.7% |
| Admin fee / account holder | $334 | $5,469-93.9% | $6,755-95.1% | $6,261-94.7% |