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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 | $6,901 | $38,365-82.0% | $84,628-91.8% | $65,185-89.4% |
| Participation rate | 23.7% | 55.7%-32.0pp | 68.2%-44.6pp | 70.2%-46.5pp |
| Annual return | 62.92% | 32.00%+30.9pp | 258.80%-195.9pp | 29.38%+33.5pp |
| Employer contribution / active EE | $93 | $1,258-92.6% | $2,653-96.5% | $2,177-95.7% |
| Participant deferral / active EE | $972 | $2,278-57.3% | $3,900-75.1% | $3,514-72.3% |
| Admin fee / account holder | $505 | $451+12.0% | $4,914-89.7% | $847-40.4% |