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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 | $9,440 | $60,349-84.4% | $74,184-87.3% | $62,881-85.0% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 5.83% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,553 | $2,856-10.6% | $3,550-28.1% | $3,203-20.3% |
| Admin fee / account holder | $902 | $4,261-78.8% | $5,586-83.9% | $4,296-79.0% |