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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 | $7,516 | $105,158-92.9% | $94,672-92.1% | $139,487-94.6% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 29.81% | 38.11%-8.3pp | 156.89%-127.1pp | 373.84%-344.0pp |
| Employer contribution / active EE | $304 | $4,107-92.6% | $3,673-91.7% | $4,755-93.6% |
| Participant deferral / active EE | $9,068 | $7,599+19.3% | $7,417+22.3% | $6,713+35.1% |
| Admin fee / account holder | $2,898 | $8,972-67.7% | $7,222-59.9% | $11,407-74.6% |