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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 | $8,120 | $39,132-79.2% | $57,196-85.8% | $62,881-87.1% |
| Participation rate | 42.9% | 70.5%-27.6pp | 75.3%-32.5pp | 69.3%-26.4pp |
| Annual return | 7.59% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $280 | $1,874-85.0% | $2,683-89.6% | $2,281-87.7% |
| Participant deferral / active EE | $1,149 | $2,374-51.6% | $3,096-62.9% | $3,203-64.1% |
| Admin fee / account holder | $1,190 | $2,594-54.1% | $3,141-62.1% | $4,296-72.3% |