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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 | $6,268 | $52,580-88.1% | $71,671-91.3% | $70,124-91.1% |
| Participation rate | 60.8% | 60.9%-0.1pp | 68.7%-7.9pp | 69.5%-8.7pp |
| Annual return | 21.09% | 20.25%+0.8pp | 20.65%+0.4pp | 73.14%-52.0pp |
| Employer contribution / active EE | $222 | $1,616-86.3% | $2,460-91.0% | $2,342-90.5% |
| Participant deferral / active EE | $1,397 | $2,386-41.5% | $3,438-59.4% | $3,332-58.1% |
| Admin fee / account holder | $1,408 | $3,653-61.5% | $5,558-74.7% | $4,645-69.7% |