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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 | $8,089 | $56,894-85.8% | $84,753-90.5% | $62,881-87.1% |
| Participation rate | 38.9% | 68.5%-29.6pp | 76.6%-37.7pp | 69.3%-30.4pp |
| Annual return | 6.83% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $234 | $2,400-90.3% | $3,574-93.5% | $2,281-89.8% |
| Participant deferral / active EE | $1,082 | $2,709-60.1% | $3,712-70.8% | $3,203-66.2% |
| Admin fee / account holder | $981 | $3,581-72.6% | $5,333-81.6% | $4,296-77.2% |