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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 | $6,026 | $91,198-93.4% | $178,503-96.6% | $79,856-92.5% |
| Participation rate | 23.1% | 69.2%-46.1pp | 81.9%-58.9pp | 69.6%-46.6pp |
| Annual return | 34.75% | 24.20%+10.6pp | 151.12%-116.4pp | 31.71%+3.0pp |
| Employer contribution / active EE | $302 | $3,257-90.7% | $5,011-94.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,486 | $3,237-54.1% | $5,202-71.4% | $3,741-60.3% |
| Admin fee / account holder | $709 | $6,748-89.5% | $13,987-94.9% | $5,306-86.6% |