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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 | $138,312-94.8% | $122,979-94.1% | $155,188-95.3% |
| Participation rate | 61.5% | 80.2%-18.7pp | 77.2%-15.7pp | 80.8%-19.3pp |
| Annual return | 20.06% | 22.06%-2.0pp | 20.12%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $786 | $3,530-77.7% | $3,062-74.3% | $4,248-81.5% |
| Participant deferral / active EE | $2,460 | $5,592-56.0% | $5,003-50.8% | $6,531-62.3% |
| Admin fee / account holder | $7,225 | $15,089-52.1% | $12,864-43.8% | $14,480-50.1% |