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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 | $8,636 | $98,766-91.3% | $149,730-94.2% | $79,852-89.2% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 14.51% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $358 | $3,217-88.9% | $4,645-92.3% | $2,471-85.5% |
| Participant deferral / active EE | $3,229 | $5,681-43.2% | $6,843-52.8% | $3,740-13.7% |
| Admin fee / account holder | $1,014 | $6,052-83.2% | $9,310-89.1% | $5,306-80.9% |