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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 | $8,960 | $77,638-88.5% | $156,551-94.3% | $62,881-85.8% |
| Participation rate | 36.7% | 71.2%-34.5pp | 84.0%-47.3pp | 69.3%-32.6pp |
| Annual return | 5.93% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $178 | $3,444-94.8% | $5,501-96.8% | $2,281-92.2% |
| Participant deferral / active EE | $1,074 | $3,046-64.7% | $4,871-78.0% | $3,203-66.5% |
| Admin fee / account holder | $399 | $5,561-92.8% | $13,028-96.9% | $4,296-90.7% |