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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 | $8,201 | $81,276-89.9% | $155,574-94.7% | $80,925-89.9% |
| Participation rate | 31.1% | 66.2%-35.2pp | 78.2%-47.1pp | 67.7%-36.6pp |
| Annual return | 18.10% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $284 | $3,103-90.9% | $4,676-93.9% | $2,756-89.7% |
| Participant deferral / active EE | $1,184 | $3,453-65.7% | $5,629-79.0% | $4,299-72.5% |
| Admin fee / account holder | $541 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |