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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 | $8,432 | $77,908-89.2% | $149,696-94.4% | $75,173-88.8% |
| Participation rate | 44.2% | 65.6%-21.4pp | 78.8%-34.6pp | 67.2%-23.0pp |
| Annual return | 24.44% | 31.73%-7.3pp | 134.46%-110.0pp | 160.72%-136.3pp |
| Employer contribution / active EE | $4 | $3,138-99.9% | $4,821-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,168 | $3,411-36.4% | $5,682-61.8% | $4,126-47.5% |
| Admin fee / account holder | $832 | $5,950-86.0% | $13,212-93.7% | $5,651-85.3% |