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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 | $9,167 | $48,050-80.9% | $85,969-89.3% | $59,633-84.6% |
| Participation rate | 28.6% | 64.5%-35.9pp | 76.5%-48.0pp | 68.7%-40.1pp |
| Annual return | 1.78% | 0.29%+1.5pp | 9.32%-7.5pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $323 | $1,640-80.3% | $3,474-90.7% | $2,203-85.3% |
| Participant deferral / active EE | $1,501 | $2,249-33.3% | $3,829-60.8% | $3,192-53.0% |
| Admin fee / account holder | $21,515 | $3,206+571.1% | $6,053+255.4% | $4,297+400.7% |