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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 | $10,110 | $65,712-84.6% | $57,196-82.3% | $273,972-96.3% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 5.99% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $234 | $3,280-92.9% | $2,683-91.3% | $4,869-95.2% |
| Participant deferral / active EE | $936 | $3,782-75.2% | $3,096-69.8% | $5,287-82.3% |
| Admin fee / account holder | $7,322 | $4,838+51.4% | $3,141+133.2% | $10,133-27.7% |