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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 | $4,534 | $49,025-90.8% | $87,502-94.8% | $62,881-92.8% |
| Participation rate | 60.5% | 64.9%-4.4pp | 73.8%-13.4pp | 69.3%-8.8pp |
| Annual return | 5.77% | 10.02%-4.2pp | 12.21%-6.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $186 | $1,372-86.5% | $2,550-92.7% | $2,281-91.9% |
| Participant deferral / active EE | $1,341 | $2,289-41.4% | $3,149-57.4% | $3,203-58.1% |
| Admin fee / account holder | $407 | $4,065-90.0% | $4,221-90.4% | $4,296-90.5% |