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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 | $17,283 | $56,894-69.6% | $84,753-79.6% | $62,881-72.5% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 9.36% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $51 | $2,400-97.9% | $3,574-98.6% | $2,281-97.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,173 | $3,581-39.3% | $5,333-59.2% | $4,296-49.4% |