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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 | $7,270 | $95,406-92.4% | $185,849-96.1% | $85,847-91.5% |
| Participation rate | 51.2% | 68.8%-17.6pp | 81.7%-30.5pp | 69.3%-18.1pp |
| Annual return | 13.86% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $286 | $3,314-91.4% | $5,169-94.5% | $2,565-88.8% |
| Participant deferral / active EE | $1,066 | $3,424-68.9% | $5,569-80.9% | $3,952-73.0% |
| Admin fee / account holder | $991 | $7,214-86.3% | $16,244-93.9% | $6,261-84.2% |