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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 | $8,491 | $50,554-83.2% | $67,681-87.5% | $87,485-90.3% |
| Participation rate | 42.4% | 67.7%-25.3pp | 73.7%-31.3pp | 68.9%-26.5pp |
| Annual return | 16.93% | 17.81%-0.9pp | 590.58%-573.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $242 | $1,988-87.8% | $2,678-91.0% | $2,596-90.7% |
| Participant deferral / active EE | $1,192 | $2,961-59.8% | $3,976-70.0% | $4,274-72.1% |
| Admin fee / account holder | $686 | $4,132-83.4% | $6,100-88.8% | $7,775-91.2% |