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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 | $6,758 | $93,345-92.8% | $119,126-94.3% | $87,485-92.3% |
| Participation rate | 65.6% | 68.7%-3.1pp | 75.8%-10.1pp | 68.9%-3.3pp |
| Annual return | 18.32% | 19.08%-0.8pp | 282.11%-263.8pp | 26.06%-7.7pp |
| Employer contribution / active EE | $819 | $3,172-74.2% | $4,034-79.7% | $2,596-68.5% |
| Participant deferral / active EE | $2,568 | $4,099-37.4% | $5,318-51.7% | $4,274-39.9% |
| Admin fee / account holder | $645 | $8,039-92.0% | $10,693-94.0% | $7,775-91.7% |