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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 | $7,430 | $56,894-86.9% | $84,753-91.2% | $62,881-88.2% |
| Participation rate | 36.0% | 68.5%-32.5pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 88.12% | 6.30%+81.8pp | 22.78%+65.3pp | 20.14%+68.0pp |
| Employer contribution / active EE | $322 | $2,400-86.6% | $3,574-91.0% | $2,281-85.9% |
| Participant deferral / active EE | $1,092 | $2,709-59.7% | $3,712-70.6% | $3,203-65.9% |
| Admin fee / account holder | $322 | $3,581-91.0% | $5,333-94.0% | $4,296-92.5% |