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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 | $8,930 | $182,442-95.1% | $163,379-94.5% | $138,895-93.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 12.75% | 72.74%-60.0pp | 63.41%-50.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $457 | $4,159-89.0% | $3,752-87.8% | $4,194-89.1% |
| Participant deferral / active EE | $2,851 | $6,817-58.2% | $6,282-54.6% | $6,396-55.4% |
| Admin fee / account holder | $3,521 | $10,396-66.1% | $9,818-64.1% | $12,562-72.0% |