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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 | $8,949 | $73,848-87.9% | $143,799-93.8% | $68,486-86.9% |
| Participation rate | 42.4% | 66.7%-24.2pp | 80.3%-37.9pp | 67.9%-25.5pp |
| Annual return | 2.97% | 0.91%+2.1pp | -0.04%+3.0pp | -7.85%+10.8pp |
| Employer contribution / active EE | $202 | $3,184-93.7% | $4,952-95.9% | $2,597-92.2% |
| Participant deferral / active EE | $4,016 | $3,385+18.6% | $5,638-28.8% | $4,028-0.3% |
| Admin fee / account holder | $2,453 | $5,755-57.4% | $14,677-83.3% | $5,404-54.6% |