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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 | $28,309 | $87,106-67.5% | $105,607-73.2% | $80,935-65.0% |
| Participation rate | 49.1% | 70.4%-21.3pp | 75.3%-26.2pp | 67.7%-18.6pp |
| Annual return | 10.69% | 17.01%-6.3pp | 116.11%-105.4pp | 35.66%-25.0pp |
| Employer contribution / active EE | $23 | $2,396-99.0% | $3,167-99.3% | $2,757-99.2% |
| Participant deferral / active EE | $1,914 | $3,986-52.0% | $5,011-61.8% | $4,299-55.5% |
| Admin fee / account holder | $572 | $8,447-93.2% | $10,958-94.8% | $6,924-91.7% |