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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 | $8,901 | $59,123-84.9% | $77,183-88.5% | $75,181-88.2% |
| Participation rate | 32.8% | 63.9%-31.1pp | 69.6%-36.8pp | 67.2%-34.4pp |
| Annual return | 19.33% | 26.72%-7.4pp | 37.89%-18.6pp | 160.69%-141.4pp |
| Employer contribution / active EE | $197 | $1,996-90.1% | $2,534-92.2% | $2,671-92.6% |
| Participant deferral / active EE | $1,435 | $2,999-52.2% | $3,833-62.6% | $4,126-65.2% |
| Admin fee / account holder | $677 | $4,776-85.8% | $5,475-87.6% | $5,650-88.0% |