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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 | $7,946 | $79,449-90.0% | $189,575-95.8% | $85,847-90.7% |
| Participation rate | 48.6% | 66.0%-17.3pp | 78.4%-29.8pp | 69.3%-20.7pp |
| Annual return | 17.14% | 18.45%-1.3pp | 64.19%-47.0pp | 318.61%-301.5pp |
| Employer contribution / active EE | $171 | $2,081-91.8% | $4,412-96.1% | $2,565-93.3% |
| Participant deferral / active EE | $1,712 | $4,051-57.7% | $6,174-72.3% | $3,952-56.7% |
| Admin fee / account holder | $343 | $5,377-93.6% | $9,806-96.5% | $6,261-94.5% |