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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 | $5,888 | $45,266-87.0% | $103,693-94.3% | $65,306-91.0% |
| Participation rate | 33.3% | 53.3%-20.0pp | 72.6%-39.3pp | 57.7%-24.3pp |
| Annual return | 20.97% | 25.10%-4.1pp | 47.61%-26.6pp | 21.94%-1.0pp |
| Employer contribution / active EE | $99 | $1,765-94.4% | $2,920-96.6% | $1,967-95.0% |
| Participant deferral / active EE | $664 | $2,099-68.4% | $4,579-85.5% | $2,959-77.6% |
| Admin fee / account holder | $1,014 | $3,221-68.5% | $7,858-87.1% | $3,480-70.9% |