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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 | $7,943 | $66,319-88.0% | $93,621-91.5% | $65,186-87.8% |
| Participation rate | 60.2% | 74.0%-13.8pp | 75.8%-15.6pp | 70.2%-10.0pp |
| Annual return | 21.23% | 42.59%-21.4pp | 32.76%-11.5pp | 29.39%-8.2pp |
| Employer contribution / active EE | $411 | $2,013-79.6% | $2,719-84.9% | $2,177-81.1% |
| Participant deferral / active EE | $1,659 | $3,343-50.4% | $4,070-59.2% | $3,514-52.8% |
| Admin fee / account holder | $1,279 | $6,900-81.5% | $7,890-83.8% | $847+50.9% |