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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 | $7,707 | $57,752-86.7% | $112,273-93.1% | $71,511-89.2% |
| Participation rate | 33.1% | 58.8%-25.7pp | 72.4%-39.3pp | 67.9%-34.8pp |
| Annual return | 24.50% | 18.25%+6.2pp | 30.23%-5.7pp | 28.86%-4.4pp |
| Employer contribution / active EE | $369 | $1,912-80.7% | $3,431-89.3% | $2,589-85.8% |
| Participant deferral / active EE | $1,270 | $2,860-55.6% | $4,800-73.5% | $4,291-70.4% |
| Admin fee / account holder | $617 | $1,586-61.1% | $7,752-92.0% | $1,588-61.2% |