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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 | $7,672 | $116,203-93.4% | $93,621-91.8% | $152,897-95.0% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.8%-15.0pp | 82.5%-21.6pp |
| Annual return | 24.36% | 35.96%-11.6pp | 32.76%-8.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $247 | $3,219-92.3% | $2,719-90.9% | $4,764-94.8% |
| Participant deferral / active EE | $1,372 | $4,605-70.2% | $4,070-66.3% | $5,851-76.5% |
| Admin fee / account holder | $470 | $10,751-95.6% | $7,890-94.0% | $11,599-95.9% |