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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 | $7,870 | $81,504-90.3% | $102,437-92.3% | $80,959-90.3% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 12.57% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $750 | $3,104-75.8% | $3,871-80.6% | $2,757-72.8% |
| Participant deferral / active EE | $1,938 | $3,871-49.9% | $5,060-61.7% | $4,300-54.9% |
| Admin fee / account holder | $1,923 | $6,719-71.4% | $8,388-77.1% | $6,925-72.2% |