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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 | $7,429 | $56,894-86.9% | $84,753-91.2% | $62,881-88.2% |
| Participation rate | 29.3% | 68.5%-39.3pp | 76.6%-47.3pp | 69.3%-40.0pp |
| Annual return | 15.78% | 6.30%+9.5pp | 22.78%-7.0pp | 20.14%-4.4pp |
| Employer contribution / active EE | $228 | $2,400-90.5% | $3,574-93.6% | $2,281-90.0% |
| Participant deferral / active EE | $1,192 | $2,709-56.0% | $3,712-67.9% | $3,203-62.8% |
| Admin fee / account holder | $412 | $3,581-88.5% | $5,333-92.3% | $4,296-90.4% |