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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 | $6,914 | $39,125-82.3% | $57,183-87.9% | $62,881-89.0% |
| Participation rate | 32.0% | 70.5%-38.5pp | 75.3%-43.3pp | 69.3%-37.3pp |
| Annual return | 6.07% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $71 | $1,874-96.2% | $2,682-97.3% | $2,281-96.9% |
| Participant deferral / active EE | $1,158 | $2,374-51.2% | $3,096-62.6% | $3,203-63.8% |
| Admin fee / account holder | $30,372 | $2,593+1071.2% | $3,139+867.4% | $4,296+607.0% |