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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 | $9,935 | $88,583-88.8% | $88,497-88.8% | $273,972-96.4% |
| Participation rate | 58.8% | 83.5%-24.6pp | 82.4%-23.6pp | 83.0%-24.2pp |
| Annual return | 9.70% | 5.68%+4.0pp | 7.63%+2.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,080 | $4,502-76.0% | $4,036-73.2% | $4,869-77.8% |
| Participant deferral / active EE | $2,205 | $4,891-54.9% | $4,899-55.0% | $5,287-58.3% |
| Admin fee / account holder | $734 | $8,980-91.8% | $6,220-88.2% | $10,133-92.8% |