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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 | $9,149 | $97,881-90.7% | $80,004-88.6% | $125,389-92.7% |
| Participation rate | 54.5% | 77.9%-23.3pp | 73.0%-18.5pp | 83.2%-28.6pp |
| Annual return | -0.52% | 9.36%-9.9pp | 7.63%-8.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $131 | $3,128-95.8% | $2,473-94.7% | $4,866-97.3% |
| Participant deferral / active EE | $797 | $3,744-78.7% | $3,204-75.1% | $5,352-85.1% |
| Admin fee / account holder | $673 | $6,278-89.3% | $5,033-86.6% | $9,541-92.9% |