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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 | $57,061-93.5% | $85,063-95.6% | $80,911-95.4% |
| Participation rate | 32.6% | 56.3%-23.7pp | 67.5%-34.9pp | 67.6%-35.0pp |
| Annual return | 17.14% | 21.66%-4.5pp | 66.54%-49.4pp | 35.63%-18.5pp |
| Employer contribution / active EE | $92 | $1,799-94.9% | $2,727-96.6% | $2,756-96.7% |
| Participant deferral / active EE | $1,138 | $3,110-63.4% | $4,523-74.8% | $4,297-73.5% |
| Admin fee / account holder | $758 | $4,986-84.8% | $6,155-87.7% | $6,935-89.1% |