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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 | $5,568 | $45,050-87.6% | $63,018-91.2% | $70,126-92.1% |
| Participation rate | 58.1% | 69.5%-11.4pp | 74.8%-16.7pp | 69.5%-11.5pp |
| Annual return | 17.80% | 18.76%-1.0pp | 87.62%-69.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $248 | $2,052-87.9% | $2,761-91.0% | $2,343-89.4% |
| Participant deferral / active EE | $1,326 | $2,466-46.2% | $3,330-60.2% | $3,332-60.2% |
| Admin fee / account holder | $1,736 | $2,834-38.8% | $3,601-51.8% | $4,645-62.6% |