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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 | $8,424 | $48,364-82.6% | $71,796-88.3% | $62,881-86.6% |
| Participation rate | 49.3% | 60.6%-11.3pp | 69.1%-19.8pp | 69.3%-20.0pp |
| Annual return | 7.63% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $23 | $1,042-97.7% | $1,924-98.8% | $2,281-99.0% |
| Participant deferral / active EE | $2,481 | $2,091+18.6% | $2,794-11.2% | $3,203-22.5% |
| Admin fee / account holder | $1,157 | $3,771-69.3% | $4,815-76.0% | $4,296-73.1% |