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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 | $8,854 | $117,846-92.5% | $102,434-91.4% | $145,884-93.9% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 13.33% | 31.90%-18.6pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $771 | $3,615-78.7% | $3,023-74.5% | $4,662-83.5% |
| Participant deferral / active EE | $2,052 | $5,733-64.2% | $5,055-59.4% | $6,690-69.3% |
| Admin fee / account holder | $848 | $13,356-93.7% | $9,462-91.0% | $13,392-93.7% |