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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 | $24,555 | $69,977-64.9% | $108,582-77.4% | $62,881-61.0% |
| Participation rate | 63.5% | 72.9%-9.4pp | 79.6%-16.1pp | 69.3%-5.8pp |
| Annual return | 6.49% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $429 | $2,135-79.9% | $3,758-88.6% | $2,281-81.2% |
| Participant deferral / active EE | $1,804 | $3,165-43.0% | $4,311-58.2% | $3,203-43.7% |
| Admin fee / account holder | $463 | $5,076-90.9% | $7,645-93.9% | $4,296-89.2% |