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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 | $5,595 | $41,016-86.4% | $152,093-96.3% | $64,097-91.3% |
| Participation rate | 42.7% | 51.3%-8.6pp | 77.8%-35.0pp | 55.2%-12.5pp |
| Annual return | 16.51% | 39.60%-23.1pp | 66.36%-49.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $141 | $1,342-89.5% | $4,175-96.6% | $1,891-92.6% |
| Participant deferral / active EE | $589 | $1,927-69.5% | $5,451-89.2% | $3,080-80.9% |
| Admin fee / account holder | $1,334 | $2,305-42.1% | $14,497-90.8% | $3,454-61.4% |