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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 | $88,672-95.4% | $105,223-96.2% | $82,448-95.1% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 23.46% | 30.86%-7.4pp | 180.65%-157.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $694 | $3,048-77.2% | $3,689-81.2% | $2,551-72.8% |
| Participant deferral / active EE | $2,436 | $4,036-39.6% | $5,072-52.0% | $4,139-41.2% |
| Admin fee / account holder | $8,542 | $7,146+19.5% | $8,859-3.6% | $7,234+18.1% |