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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 | $8,254 | $49,025-83.2% | $87,502-90.6% | $62,881-86.9% |
| Participation rate | 28.3% | 64.9%-36.6pp | 73.8%-45.5pp | 69.3%-41.0pp |
| Annual return | 11.01% | 10.02%+1.0pp | 12.21%-1.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,396 | $2,289-39.0% | $3,149-55.7% | $3,203-56.4% |
| Admin fee / account holder | $522 | $4,065-87.2% | $4,221-87.6% | $4,296-87.8% |