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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 | $9,173 | $65,367-86.0% | $92,915-90.1% | $72,976-87.4% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 176.90% | 42.11%+134.8pp | 109.45%+67.5pp | 81.02%+95.9pp |
| Employer contribution / active EE | $292 | $2,594-88.7% | $3,653-92.0% | $2,440-88.0% |
| Participant deferral / active EE | $1,337 | $3,128-57.3% | $4,238-68.5% | $3,608-62.9% |
| Admin fee / account holder | $877 | $4,251-79.4% | $5,796-84.9% | $5,124-82.9% |