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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 | $5,970 | $81,331-92.7% | $155,534-96.2% | $80,935-92.6% |
| Participation rate | 31.6% | 66.3%-34.7pp | 78.2%-46.6pp | 67.7%-36.1pp |
| Annual return | 23.31% | 33.37%-10.1pp | 64.92%-41.6pp | 35.66%-12.4pp |
| Employer contribution / active EE | $160 | $3,105-94.9% | $4,675-96.6% | $2,757-94.2% |
| Participant deferral / active EE | $1,174 | $3,454-66.0% | $5,630-79.1% | $4,299-72.7% |
| Admin fee / account holder | $480 | $7,999-94.0% | $15,900-97.0% | $6,924-93.1% |