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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 | $9,075 | $43,423-79.1% | $78,676-88.5% | $55,167-83.5% |
| Participation rate | 56.4% | 68.0%-11.7pp | 73.6%-17.2pp | 69.0%-12.6pp |
| Annual return | 5.32% | 11.53%-6.2pp | 62.19%-56.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $36 | $1,997-98.2% | $2,850-98.7% | $1,963-98.2% |
| Participant deferral / active EE | $1,088 | $2,509-56.7% | $3,517-69.1% | $3,054-64.4% |
| Admin fee / account holder | $378 | $416-9.1% | $4,510-91.6% | $504-24.9% |