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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 | $3,495 | $106,247-96.7% | $96,515-96.4% | $139,466-97.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 29.19% | 38.47%-9.3pp | 35.73%-6.5pp | 373.66%-344.5pp |
| Employer contribution / active EE | $531 | $4,106-87.1% | $3,740-85.8% | $4,754-88.8% |
| Participant deferral / active EE | $1,667 | $5,456-69.4% | $4,880-65.8% | $6,712-75.2% |
| Admin fee / account holder | $899 | $7,885-88.6% | $6,735-86.7% | $11,409-92.1% |