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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 | $6,002 | $106,267-94.4% | $96,520-93.8% | $139,456-95.7% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 24.24% | 38.45%-14.2pp | 35.72%-11.5pp | 373.45%-349.2pp |
| Employer contribution / active EE | $512 | $4,105-87.5% | $3,739-86.3% | $4,753-89.2% |
| Participant deferral / active EE | $2,129 | $5,454-61.0% | $4,879-56.4% | $6,711-68.3% |
| Admin fee / account holder | $770 | $7,882-90.2% | $6,733-88.6% | $11,407-93.2% |