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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 | $6,727 | $78,705-91.5% | $117,860-94.3% | $70,124-90.4% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 20.92% | 23.30%-2.4pp | 335.10%-314.2pp | 73.14%-52.2pp |
| Employer contribution / active EE | $266 | $2,223-88.0% | $3,786-93.0% | $2,342-88.7% |
| Participant deferral / active EE | $1,826 | $3,297-44.6% | $4,482-59.3% | $3,332-45.2% |
| Admin fee / account holder | $1,361 | $5,065-73.1% | $8,021-83.0% | $4,645-70.7% |