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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 | $7,281 | $52,580-86.2% | $71,671-89.8% | $70,126-89.6% |
| Participation rate | 41.7% | 60.9%-19.2pp | 68.7%-27.1pp | 69.5%-27.9pp |
| Annual return | 15.20% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $255 | $1,616-84.2% | $2,460-89.6% | $2,343-89.1% |
| Participant deferral / active EE | $1,585 | $2,386-33.6% | $3,438-53.9% | $3,332-52.4% |
| Admin fee / account holder | $639 | $3,653-82.5% | $5,558-88.5% | $4,645-86.2% |