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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 | $13,624 | $88,707-84.6% | $74,184-81.6% | $273,972-95.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.27% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $62 | $3,159-98.0% | $2,370-97.4% | $4,869-98.7% |
| Participant deferral / active EE | $1,934 | $4,212-54.1% | $3,550-45.5% | $5,287-63.4% |
| Admin fee / account holder | $2,395 | $8,717-72.5% | $5,586-57.1% | $10,133-76.4% |