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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 | $9,178 | $74,535-87.7% | $100,712-90.9% | $82,637-88.9% |
| Participation rate | 66.2% | 61.2%+5.0pp | 69.3%-3.1pp | 68.1%-1.9pp |
| Annual return | 22.35% | 18.92%+3.4pp | 33.27%-10.9pp | 53.51%-31.2pp |
| Employer contribution / active EE | $25 | $1,503-98.3% | $2,313-98.9% | $2,552-99.0% |
| Participant deferral / active EE | $2,738 | $3,074-10.9% | $4,085-33.0% | $4,126-33.6% |
| Admin fee / account holder | $821 | $6,576-87.5% | $9,256-91.1% | $7,339-88.8% |