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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 | $14,399 | $69,977-79.4% | $108,582-86.7% | $62,881-77.1% |
| Participation rate | 47.2% | 72.9%-25.7pp | 79.6%-32.4pp | 69.3%-22.1pp |
| Annual return | 6.50% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $184 | $2,135-91.4% | $3,758-95.1% | $2,281-92.0% |
| Participant deferral / active EE | $2,576 | $3,165-18.6% | $4,311-40.3% | $3,203-19.6% |
| Admin fee / account holder | $646 | $5,076-87.3% | $7,645-91.5% | $4,296-85.0% |