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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 | $7,117 | $52,580-86.5% | $71,671-90.1% | $70,126-89.9% |
| Participation rate | 31.3% | 60.9%-29.6pp | 68.7%-37.5pp | 69.5%-38.3pp |
| Annual return | 29.56% | 20.25%+9.3pp | 20.65%+8.9pp | 73.15%-43.6pp |
| Employer contribution / active EE | $208 | $1,616-87.1% | $2,460-91.6% | $2,343-91.1% |
| Participant deferral / active EE | $1,092 | $2,386-54.2% | $3,438-68.2% | $3,332-67.2% |
| Admin fee / account holder | $342 | $3,653-90.6% | $5,558-93.8% | $4,645-92.6% |