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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 | $9,833 | $85,171-88.5% | $172,753-94.3% | $72,976-86.5% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 19.94% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $106 | $3,324-96.8% | $5,144-97.9% | $2,440-95.6% |
| Participant deferral / active EE | $2,128 | $3,260-34.7% | $5,198-59.1% | $3,608-41.0% |
| Admin fee / account holder | $3,308 | $5,880-43.7% | $13,956-76.3% | $5,124-35.4% |