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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 | $9,340 | $73,102-87.2% | $123,552-92.4% | $56,287-83.4% |
| Participation rate | 48.6% | 74.3%-25.7pp | 82.3%-33.7pp | 69.9%-21.3pp |
| Annual return | 1.81% | 3.01%-1.2pp | 119.20%-117.4pp | -9.96%+11.8pp |
| Employer contribution / active EE | $428 | $2,977-85.6% | $4,628-90.7% | $2,111-79.7% |
| Participant deferral / active EE | $2,881 | $5,423-46.9% | $6,426-55.2% | $3,350-14.0% |
| Admin fee / account holder | $1,752 | $554+216.5% | $9,285-81.1% | $521+236.4% |