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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 | $7,261 | $45,082-83.9% | $69,464-89.5% | $72,975-90.0% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 27.04% | 22.66%+4.4pp | 28.98%-1.9pp | 81.01%-54.0pp |
| Employer contribution / active EE | $331 | $2,055-83.9% | $2,779-88.1% | $2,440-86.4% |
| Participant deferral / active EE | $1,009 | $2,604-61.2% | $3,536-71.5% | $3,608-72.0% |
| Admin fee / account holder | $468 | $3,057-84.7% | $3,840-87.8% | $5,124-90.9% |