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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 | $5,548 | $161,352-96.6% | $134,172-95.9% | $137,256-96.0% |
| Participation rate | 42.9% | 78.3%-35.4pp | 72.5%-29.6pp | 80.0%-37.1pp |
| Annual return | 20.14% | 28.72%-8.6pp | 25.30%-5.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $334 | $4,099-91.8% | $3,420-90.2% | $4,156-92.0% |
| Participant deferral / active EE | $1,411 | $5,552-74.6% | $4,690-69.9% | $6,407-78.0% |
| Admin fee / account holder | $703 | $15,028-95.3% | $12,016-94.2% | $12,270-94.3% |