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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 | $8,658 | $67,602-87.2% | $82,312-89.5% | $70,126-87.7% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 36.42% | 21.57%+14.9pp | 25.88%+10.5pp | 73.15%-36.7pp |
| Employer contribution / active EE | $265 | $1,755-84.9% | $2,428-89.1% | $2,343-88.7% |
| Participant deferral / active EE | $1,369 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $1,195 | $4,512-73.5% | $5,608-78.7% | $4,645-74.3% |