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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 | $9,178 | $76,834-88.1% | $108,359-91.5% | $87,485-89.5% |
| Participation rate | 66.2% | 61.7%+4.4pp | 70.1%-3.9pp | 68.9%-2.8pp |
| Annual return | 22.35% | 19.09%+3.3pp | 36.89%-14.5pp | 26.06%-3.7pp |
| Employer contribution / active EE | $25 | $1,556-98.4% | $2,399-98.9% | $2,596-99.0% |
| Participant deferral / active EE | $2,738 | $3,100-11.7% | $4,137-33.8% | $4,274-35.9% |
| Admin fee / account holder | $821 | $6,537-87.4% | $9,741-91.6% | $7,775-89.4% |