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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 | $9,015 | $61,660-85.4% | $80,022-88.7% | $64,173-86.0% |
| Participation rate | 35.3% | 71.7%-36.4pp | 75.8%-40.5pp | 69.6%-34.3pp |
| Annual return | -5.50% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $261 | $1,810-85.6% | $2,468-89.4% | $2,381-89.1% |
| Participant deferral / active EE | $1,295 | $2,968-56.3% | $3,686-64.9% | $3,470-62.7% |
| Admin fee / account holder | $2,321 | $5,417-57.1% | $6,521-64.4% | $4,887-52.5% |