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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 | $3,716 | $57,073-93.5% | $85,126-95.6% | $80,925-95.4% |
| Participation rate | 32.6% | 56.4%-23.8pp | 67.5%-34.9pp | 67.7%-35.0pp |
| Annual return | 17.14% | 21.69%-4.6pp | 66.63%-49.5pp | 35.65%-18.5pp |
| Employer contribution / active EE | $92 | $1,801-94.9% | $2,731-96.6% | $2,756-96.7% |
| Participant deferral / active EE | $1,138 | $3,113-63.5% | $4,523-74.9% | $4,299-73.5% |
| Admin fee / account holder | $758 | $4,988-84.8% | $6,160-87.7% | $6,940-89.1% |