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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 | $9,460 | $53,128-82.2% | $86,582-89.1% | $70,126-86.5% |
| Participation rate | 38.7% | 65.3%-26.6pp | 73.5%-34.8pp | 69.5%-30.8pp |
| Annual return | 19.34% | 27.66%-8.3pp | 965.08%-945.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $100 | $2,068-95.2% | $2,839-96.5% | $2,343-95.7% |
| Participant deferral / active EE | $996 | $2,695-63.0% | $3,609-72.4% | $3,332-70.1% |
| Admin fee / account holder | $413 | $3,584-88.5% | $4,904-91.6% | $4,645-91.1% |