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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 | $8,189 | $99,345-91.8% | $84,753-90.3% | $273,972-97.0% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 4.34% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $172 | $4,214-95.9% | $3,574-95.2% | $4,869-96.5% |
| Participant deferral / active EE | $1,267 | $4,270-70.3% | $3,712-65.9% | $5,287-76.0% |
| Admin fee / account holder | $3,783 | $6,645-43.1% | $5,333-29.1% | $10,133-62.7% |