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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 | $7,746 | $83,337-90.7% | $67,834-88.6% | $273,972-97.2% |
| Participation rate | 56.5% | 76.4%-19.9pp | 68.8%-12.3pp | 83.0%-26.5pp |
| Annual return | 10.04% | 259.45%-249.4pp | 138.47%-128.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $364 | $3,287-88.9% | $2,403-84.8% | $4,869-92.5% |
| Participant deferral / active EE | $2,473 | $4,088-39.5% | $3,160-21.7% | $5,287-53.2% |
| Admin fee / account holder | $589 | $6,752-91.3% | $4,622-87.3% | $10,133-94.2% |