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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 | $9,209 | $211,288-95.6% | $178,540-94.8% | $145,884-93.7% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 15.72% | 30.27%-14.6pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $597 | $4,574-86.9% | $3,953-84.9% | $4,662-87.2% |
| Participant deferral / active EE | $2,436 | $6,967-65.0% | $6,281-61.2% | $6,690-63.6% |
| Admin fee / account holder | $1,882 | $12,105-84.5% | $10,424-81.9% | $13,392-85.9% |