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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 | $6,293 | $61,660-89.8% | $80,022-92.1% | $64,173-90.2% |
| Participation rate | 44.3% | 71.7%-27.4pp | 75.8%-31.6pp | 69.6%-25.3pp |
| Annual return | 19.85% | -0.33%+20.2pp | 11.22%+8.6pp | 7.63%+12.2pp |
| Employer contribution / active EE | $325 | $1,810-82.0% | $2,468-86.8% | $2,381-86.3% |
| Participant deferral / active EE | $2,845 | $2,968-4.1% | $3,686-22.8% | $3,470-18.0% |
| Admin fee / account holder | $755 | $5,417-86.1% | $6,521-88.4% | $4,887-84.5% |