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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 | $5,061 | $85,060-94.0% | $70,565-92.8% | $139,487-96.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 18.80% | 30.39%-11.6pp | 32.79%-14.0pp | 373.84%-355.0pp |
| Employer contribution / active EE | $458 | $3,912-88.3% | $2,976-84.6% | $4,755-90.4% |
| Participant deferral / active EE | $1,262 | $5,891-78.6% | $4,568-72.4% | $6,713-81.2% |
| Admin fee / account holder | $1,142 | $8,932-87.2% | $6,430-82.2% | $11,407-90.0% |