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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 | $9,589 | $67,606-85.8% | $82,313-88.3% | $70,124-86.3% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.3pp |
| Annual return | 88.32% | 21.57%+66.7pp | 25.88%+62.4pp | 73.14%+15.2pp |
| Employer contribution / active EE | $227 | $1,755-87.1% | $2,428-90.7% | $2,342-90.3% |
| Participant deferral / active EE | $1,516 | $2,987-49.2% | $3,706-59.1% | $3,332-54.5% |
| Admin fee / account holder | $498 | $4,512-89.0% | $5,608-91.1% | $4,645-89.3% |