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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 | $3,075 | $51,708-94.1% | $106,619-97.1% | $62,881-95.1% |
| Participation rate | 54.7% | 66.9%-12.2pp | 78.0%-23.3pp | 69.3%-14.6pp |
| Annual return | 12.17% | 4.69%+7.5pp | 9.42%+2.7pp | 20.14%-8.0pp |
| Employer contribution / active EE | $189 | $1,764-89.3% | $3,947-95.2% | $2,281-91.7% |
| Participant deferral / active EE | $1,169 | $2,315-49.5% | $3,930-70.2% | $3,203-63.5% |
| Admin fee / account holder | $635 | $3,349-81.0% | $6,418-90.1% | $4,296-85.2% |