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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 | $9,077 | $52,279-82.6% | $89,400-89.8% | $79,858-88.6% |
| Participation rate | 25.5% | 57.5%-32.1pp | 68.0%-42.5pp | 69.6%-44.2pp |
| Annual return | 18.63% | 22.16%-3.5pp | 245.64%-227.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $203 | $1,572-87.1% | $2,586-92.2% | $2,471-91.8% |
| Participant deferral / active EE | $1,508 | $2,740-45.0% | $3,890-61.2% | $3,740-59.7% |
| Admin fee / account holder | $2,811 | $3,356-16.3% | $4,882-42.4% | $5,306-47.0% |