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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 | $8,003 | $78,423-89.8% | $95,964-91.7% | $79,856-90.0% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 21.88% | 19.37%+2.5pp | 91.64%-69.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $306 | $1,945-84.3% | $2,541-88.0% | $2,471-87.6% |
| Participant deferral / active EE | $2,216 | $3,440-35.6% | $4,167-46.8% | $3,741-40.8% |
| Admin fee / account holder | $1,005 | $5,622-82.1% | $6,797-85.2% | $5,306-81.1% |