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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 | $7,742 | $56,544-86.3% | $75,501-89.7% | $70,126-89.0% |
| Participation rate | 46.5% | 68.1%-21.6pp | 72.4%-25.8pp | 69.5%-23.0pp |
| Annual return | 17.73% | 23.59%-5.9pp | 27.35%-9.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $297 | $1,817-83.6% | $2,352-87.4% | $2,343-87.3% |
| Participant deferral / active EE | $1,549 | $2,580-40.0% | $3,142-50.7% | $3,332-53.5% |
| Admin fee / account holder | $818 | $3,827-78.6% | $5,801-85.9% | $4,645-82.4% |