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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 | $4,197 | $212,386-98.0% | $199,883-97.9% | $138,895-97.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 15.42% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $689 | $6,625-89.6% | $6,261-89.0% | $4,194-83.6% |
| Participant deferral / active EE | $3,023 | $9,617-68.6% | $9,138-66.9% | $6,396-52.7% |
| Admin fee / account holder | $10,033 | $18,233-45.0% | $17,268-41.9% | $12,562-20.1% |