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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 | $9,174 | $112,596-91.9% | $152,301-94.0% | $64,728-85.8% |
| Participation rate | 10.1% | 63.6%-53.6pp | 82.4%-72.4pp | 57.9%-47.8pp |
| Annual return | 23.26% | 23.76%-0.5pp | 80.50%-57.2pp | 49.38%-26.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,624-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $675 | $6,075-88.9% | $8,004-91.6% | $2,729-75.3% |
| Admin fee / account holder | $879 | $996-11.8% | $14,398-93.9% | $1,145-23.3% |