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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 | $7,151 | $126,661-94.4% | $113,397-93.7% | $138,895-94.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 23.58% | 25.05%-1.5pp | 23.20%+0.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $844 | $3,456-75.6% | $2,977-71.7% | $4,194-79.9% |
| Participant deferral / active EE | $2,189 | $5,693-61.6% | $5,076-56.9% | $6,396-65.8% |
| Admin fee / account holder | $320 | $14,549-97.8% | $11,957-97.3% | $12,562-97.5% |