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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 | $8,520 | $46,534-81.7% | $64,097-86.7% | $75,177-88.7% |
| Participation rate | 54.7% | 65.9%-11.3pp | 72.3%-17.7pp | 67.2%-12.5pp |
| Annual return | 22.59% | 26.07%-3.5pp | 33.75%-11.2pp | 160.75%-138.2pp |
| Employer contribution / active EE | $225 | $1,976-88.6% | $2,750-91.8% | $2,671-91.6% |
| Participant deferral / active EE | $2,117 | $2,835-25.3% | $3,881-45.5% | $4,126-48.7% |
| Admin fee / account holder | $1,043 | $2,957-64.7% | $3,070-66.0% | $5,651-81.5% |