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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 | $7,844 | $107,733-92.7% | $92,985-91.6% | $154,746-94.9% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 22.47% | 30.39%-7.9pp | 27.99%-5.5pp | 172.34%-149.9pp |
| Employer contribution / active EE | $14 | $3,126-99.5% | $2,662-99.5% | $4,379-99.7% |
| Participant deferral / active EE | $2,603 | $5,053-48.5% | $4,377-40.5% | $6,730-61.3% |
| Admin fee / account holder | $412 | $11,369-96.4% | $9,463-95.6% | $14,365-97.1% |