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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 | $6,474 | $48,078-86.5% | $78,676-91.8% | $62,881-89.7% |
| Participation rate | 60.7% | 65.2%-4.5pp | 73.6%-12.9pp | 69.3%-8.6pp |
| Annual return | 7.13% | 31.36%-24.2pp | 62.19%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $15 | $2,015-99.2% | $2,850-99.5% | $2,281-99.3% |
| Participant deferral / active EE | $881 | $2,587-65.9% | $3,517-74.9% | $3,203-72.5% |
| Admin fee / account holder | $361 | $3,206-88.8% | $4,510-92.0% | $4,296-91.6% |