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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 | $9,038 | $106,267-91.5% | $96,520-90.6% | $139,456-93.5% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.3%-43.9pp | 80.3%-49.9pp |
| Annual return | 22.57% | 38.45%-15.9pp | 35.72%-13.1pp | 373.45%-350.9pp |
| Employer contribution / active EE | $503 | $4,105-87.7% | $3,739-86.5% | $4,753-89.4% |
| Participant deferral / active EE | $1,468 | $5,454-73.1% | $4,879-69.9% | $6,711-78.1% |
| Admin fee / account holder | $856 | $7,882-89.1% | $6,733-87.3% | $11,407-92.5% |