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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 | $4,957 | $81,358-93.9% | $155,556-96.8% | $80,959-93.9% |
| Participation rate | 34.6% | 66.3%-31.6pp | 78.2%-43.6pp | 67.7%-33.1pp |
| Annual return | 14.81% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $157 | $3,106-94.9% | $4,675-96.6% | $2,757-94.3% |
| Participant deferral / active EE | $1,082 | $3,455-68.7% | $5,631-80.8% | $4,300-74.8% |
| Admin fee / account holder | $1,534 | $7,994-80.8% | $15,885-90.3% | $6,925-77.9% |