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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 | $23,086 | $69,977-67.0% | $108,582-78.7% | $62,881-63.3% |
| Participation rate | 69.6% | 72.9%-3.3pp | 79.6%-9.9pp | 69.3%+0.3pp |
| Annual return | 5.28% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $403 | $2,135-81.1% | $3,758-89.3% | $2,281-82.3% |
| Participant deferral / active EE | $3,079 | $3,165-2.7% | $4,311-28.6% | $3,203-3.9% |
| Admin fee / account holder | $807 | $5,076-84.1% | $7,645-89.4% | $4,296-81.2% |