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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 | $6,039 | $81,358-92.6% | $155,556-96.1% | $80,959-92.5% |
| Participation rate | 38.9% | 66.3%-27.4pp | 78.2%-39.3pp | 67.7%-28.8pp |
| Annual return | 14.06% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $356 | $3,106-88.5% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $901 | $3,455-73.9% | $5,631-84.0% | $4,300-79.0% |
| Admin fee / account holder | $857 | $7,994-89.3% | $15,885-94.6% | $6,925-87.6% |