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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 | $8,774 | $43,749-79.9% | $158,223-94.5% | $65,306-86.6% |
| Participation rate | 32.0% | 56.9%-24.9pp | 79.2%-47.2pp | 57.7%-25.7pp |
| Annual return | 11.34% | 19.41%-8.1pp | 52.09%-40.7pp | 21.94%-10.6pp |
| Employer contribution / active EE | $258 | $1,497-82.8% | $4,109-93.7% | $1,967-86.9% |
| Participant deferral / active EE | $822 | $2,019-59.3% | $5,467-85.0% | $2,959-72.2% |
| Admin fee / account holder | $1,357 | $1,930-29.7% | $16,047-91.5% | $3,480-61.0% |