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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 | $5,840 | $76,407-92.4% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.0pp | 68.1%-10.3pp |
| Annual return | 54.35% | 39.99%+14.4pp | 62.79%-8.4pp | 41.64%+12.7pp |
| Employer contribution / active EE | $189 | $2,614-92.8% | $4,154-95.4% | $2,551-92.6% |
| Participant deferral / active EE | $1,900 | $3,214-40.9% | $5,453-65.1% | $4,139-54.1% |
| Admin fee / account holder | $453 | $6,352-92.9% | $14,116-96.8% | $7,234-93.7% |