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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 | $7,236 | $126,661-94.3% | $113,397-93.6% | $138,895-94.8% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 20.06% | 25.05%-5.0pp | 23.20%-3.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $786 | $3,456-77.2% | $2,977-73.6% | $4,194-81.3% |
| Participant deferral / active EE | $2,460 | $5,693-56.8% | $5,076-51.5% | $6,396-61.5% |
| Admin fee / account holder | $7,225 | $14,549-50.3% | $11,957-39.6% | $12,562-42.5% |