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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 | $9,948 | $39,132-74.6% | $57,196-82.6% | $62,881-84.2% |
| Participation rate | 50.8% | 70.5%-19.7pp | 75.3%-24.6pp | 69.3%-18.5pp |
| Annual return | 7.71% | 9.24%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $238 | $1,874-87.3% | $2,683-91.1% | $2,281-89.6% |
| Participant deferral / active EE | $961 | $2,374-59.5% | $3,096-69.0% | $3,203-70.0% |
| Admin fee / account holder | $736 | $2,594-71.6% | $3,141-76.6% | $4,296-82.9% |