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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 | $2,330 | $103,164-97.7% | $90,259-97.4% | $154,746-98.5% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 13.59% | 19.25%-5.7pp | 18.88%-5.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $29 | $2,532-98.9% | $2,291-98.8% | $4,379-99.3% |
| Participant deferral / active EE | $1,411 | $4,422-68.1% | $3,827-63.1% | $6,730-79.0% |
| Admin fee / account holder | $1,026 | $8,593-88.1% | $7,267-85.9% | $14,365-92.9% |