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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 | $9,226 | $43,075-78.6% | $74,577-87.6% | $62,881-85.3% |
| Participation rate | 31.8% | 58.1%-26.2pp | 68.1%-36.3pp | 69.3%-37.5pp |
| Annual return | 5.85% | 17.50%-11.7pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $64 | $1,498-95.7% | $2,525-97.4% | $2,281-97.2% |
| Participant deferral / active EE | $1,292 | $2,389-46.0% | $3,458-62.7% | $3,203-59.7% |
| Admin fee / account holder | $3,091 | $2,840+8.8% | $4,138-25.3% | $4,296-28.0% |