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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 | $8,297 | $45,050-81.6% | $63,018-86.8% | $70,126-88.2% |
| Participation rate | 17.1% | 69.5%-52.4pp | 74.8%-57.7pp | 69.5%-52.4pp |
| Annual return | 27.07% | 18.76%+8.3pp | 87.62%-60.5pp | 73.15%-46.1pp |
| Employer contribution / active EE | $292 | $2,052-85.7% | $2,761-89.4% | $2,343-87.5% |
| Participant deferral / active EE | $769 | $2,466-68.8% | $3,330-76.9% | $3,332-76.9% |
| Admin fee / account holder | $645 | $2,834-77.3% | $3,601-82.1% | $4,645-86.1% |