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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 | $7,142 | $211,105-96.6% | $178,449-96.0% | $145,978-95.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.60% | 30.19%-19.6pp | 27.09%-16.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $62 | $4,569-98.6% | $3,951-98.4% | $4,662-98.7% |
| Participant deferral / active EE | $1,552 | $6,959-77.7% | $6,277-75.3% | $6,690-76.8% |
| Admin fee / account holder | $493 | $12,017-95.9% | $10,362-95.2% | $13,400-96.3% |