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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 | $8,815 | $99,345-91.1% | $84,753-89.6% | $273,972-96.8% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 7.70% | 22.93%-15.2pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $134 | $4,214-96.8% | $3,574-96.2% | $4,869-97.2% |
| Participant deferral / active EE | $1,190 | $4,270-72.1% | $3,712-67.9% | $5,287-77.5% |
| Admin fee / account holder | $2,769 | $6,645-58.3% | $5,333-48.1% | $10,133-72.7% |