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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 | $5,076 | $72,027-93.0% | $185,861-97.3% | $79,856-93.6% |
| Participation rate | 59.4% | 65.8%-6.4pp | 78.0%-18.7pp | 69.6%-10.3pp |
| Annual return | 19.80% | 23.13%-3.3pp | 35.96%-16.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $170 | $1,965-91.3% | $4,088-95.8% | $2,471-93.1% |
| Participant deferral / active EE | $1,703 | $3,780-54.9% | $5,634-69.8% | $3,741-54.5% |
| Admin fee / account holder | $729 | $4,513-83.8% | $9,503-92.3% | $5,306-86.3% |