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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 | $3,108 | $81,331-96.2% | $155,534-98.0% | $80,935-96.2% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 10.77% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $339 | $3,105-89.1% | $4,675-92.8% | $2,757-87.7% |
| Participant deferral / active EE | $1,320 | $3,454-61.8% | $5,630-76.6% | $4,299-69.3% |
| Admin fee / account holder | $930 | $7,999-88.4% | $15,900-94.1% | $6,924-86.6% |