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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 | $4,040 | $105,284-96.2% | $150,734-97.3% | $94,015-95.7% |
| Participation rate | 69.2% | 71.7%-2.5pp | 78.4%-9.2pp | 70.8%-1.6pp |
| Annual return | 23.46% | 15.67%+7.8pp | 600.81%-577.3pp | 17.84%+5.6pp |
| Employer contribution / active EE | $694 | $3,599-80.7% | $4,918-85.9% | $2,790-75.1% |
| Participant deferral / active EE | $2,436 | $4,274-43.0% | $5,610-56.6% | $4,249-42.7% |
| Admin fee / account holder | $8,542 | $9,839-13.2% | $14,905-42.7% | $8,951-4.6% |