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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 | $9,280 | $46,297-80.0% | $71,671-87.1% | $62,293-85.1% |
| Participation rate | 29.0% | 60.6%-31.6pp | 68.7%-39.7pp | 69.5%-40.5pp |
| Annual return | 19.47% | 22.32%-2.8pp | 20.65%-1.2pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $883 | $2,235-60.5% | $3,438-74.3% | $3,169-72.1% |
| Admin fee / account holder | $488 | $461+5.9% | $5,558-91.2% | $479+1.8% |