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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 | $9,518 | $53,128-82.1% | $86,582-89.0% | $70,126-86.4% |
| Participation rate | 26.7% | 65.3%-38.6pp | 73.5%-46.9pp | 69.5%-42.9pp |
| Annual return | 18.06% | 27.66%-9.6pp | 965.08%-947.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $40 | $2,068-98.1% | $2,839-98.6% | $2,343-98.3% |
| Participant deferral / active EE | $827 | $2,695-69.3% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $965 | $3,584-73.1% | $4,904-80.3% | $4,645-79.2% |