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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 | $9,904 | $87,544-88.7% | $75,784-86.9% | $125,388-92.1% |
| Participation rate | 36.4% | 80.2%-43.8pp | 75.8%-39.5pp | 83.2%-46.8pp |
| Annual return | 2.22% | 13.49%-11.3pp | 9.68%-7.5pp | 282.24%-280.0pp |
| Employer contribution / active EE | $296 | $3,930-92.5% | $3,323-91.1% | $4,866-93.9% |
| Participant deferral / active EE | $1,182 | $4,229-72.1% | $3,652-67.6% | $5,352-77.9% |
| Admin fee / account holder | $431 | $6,502-93.4% | $5,300-91.9% | $9,541-95.5% |