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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 | $6,064 | $65,582-90.8% | $64,097-90.5% | $71,529-91.5% |
| Participation rate | 35.8% | 73.2%-37.4pp | 72.3%-36.5pp | 67.9%-32.2pp |
| Annual return | 114.86% | 18.96%+95.9pp | 33.75%+81.1pp | 28.97%+85.9pp |
| Employer contribution / active EE | $356 | $2,671-86.7% | $2,750-87.0% | $2,590-86.2% |
| Participant deferral / active EE | $1,571 | $3,628-56.7% | $3,881-59.5% | $4,291-63.4% |
| Admin fee / account holder | $348 | $616-43.5% | $3,070-88.7% | $1,588-78.1% |