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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 | $2,127 | $81,358-97.4% | $155,556-98.6% | $80,959-97.4% |
| Participation rate | 60.7% | 66.3%-5.6pp | 78.2%-17.5pp | 67.7%-7.0pp |
| Annual return | 14.89% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $193 | $3,106-93.8% | $4,675-95.9% | $2,757-93.0% |
| Participant deferral / active EE | $1,407 | $3,455-59.3% | $5,631-75.0% | $4,300-67.3% |
| Admin fee / account holder | $1,944 | $7,994-75.7% | $15,885-87.8% | $6,925-71.9% |