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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 | $9,786 | $58,493-83.3% | $84,023-88.4% | $72,976-86.6% |
| Participation rate | 23.6% | 61.2%-37.6pp | 69.0%-45.4pp | 69.5%-45.9pp |
| Annual return | 27.97% | 28.93%-1.0pp | 71.32%-43.4pp | 81.02%-53.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,403 | $2,394-41.4% | $3,239-56.7% | $3,608-61.1% |
| Admin fee / account holder | $301 | $4,569-93.4% | $6,102-95.1% | $5,124-94.1% |