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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 | $7,926 | $65,361-87.9% | $92,903-91.5% | $72,983-89.1% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.4pp |
| Annual return | 25.23% | 42.11%-16.9pp | 109.43%-84.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $300 | $2,594-88.5% | $3,653-91.8% | $2,440-87.7% |
| Participant deferral / active EE | $1,532 | $3,128-51.0% | $4,238-63.9% | $3,608-57.5% |
| Admin fee / account holder | $933 | $4,251-78.1% | $5,795-83.9% | $5,124-81.8% |