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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 | $9,391 | $65,027-85.6% | $90,970-89.7% | $79,852-88.2% |
| Participation rate | 42.3% | 61.6%-19.3pp | 69.0%-26.7pp | 69.6%-27.3pp |
| Annual return | 15.47% | 30.45%-15.0pp | 134.58%-119.1pp | 31.72%-16.3pp |
| Employer contribution / active EE | $126 | $1,247-89.9% | $2,122-94.1% | $2,471-94.9% |
| Participant deferral / active EE | $1,346 | $2,512-46.4% | $3,373-60.1% | $3,740-64.0% |
| Admin fee / account holder | $1,327 | $4,535-70.8% | $5,960-77.7% | $5,306-75.0% |