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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 | $13,752 | $47,944-71.3% | $67,834-79.7% | $62,881-78.1% |
| Participation rate | 35.3% | 61.1%-25.8pp | 68.8%-33.5pp | 69.3%-34.0pp |
| Annual return | 5.88% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $159 | $1,562-89.8% | $2,403-93.4% | $2,281-93.0% |
| Participant deferral / active EE | $1,273 | $2,247-43.3% | $3,160-59.7% | $3,203-60.2% |
| Admin fee / account holder | $446 | $3,712-88.0% | $4,622-90.3% | $4,296-89.6% |