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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 | $6,058 | $55,889-89.2% | $76,119-92.0% | $80,935-92.5% |
| Participation rate | 51.1% | 62.1%-11.0pp | 69.1%-18.0pp | 67.7%-16.6pp |
| Annual return | 21.91% | 20.58%+1.3pp | 361.25%-339.3pp | 35.66%-13.8pp |
| Employer contribution / active EE | $329 | $1,866-82.4% | $2,693-87.8% | $2,757-88.1% |
| Participant deferral / active EE | $1,736 | $3,051-43.1% | $4,259-59.3% | $4,299-59.6% |
| Admin fee / account holder | $2,431 | $5,241-53.6% | $6,421-62.1% | $6,924-64.9% |