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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 | $20,953 | $65,704-68.1% | $94,229-77.8% | $59,633-64.9% |
| Participation rate | 68.9% | 72.1%-3.3pp | 78.8%-9.9pp | 68.7%+0.2pp |
| Annual return | 0.40% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $134 | $2,021-93.4% | $3,587-96.3% | $2,203-93.9% |
| Participant deferral / active EE | $2,517 | $3,143-19.9% | $4,320-41.8% | $3,192-21.2% |
| Admin fee / account holder | $902 | $4,265-78.9% | $6,269-85.6% | $4,297-79.0% |