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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 | $5,650 | $59,839-90.6% | $81,991-93.1% | $79,852-92.9% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.3%-24.8pp | 69.6%-25.2pp |
| Annual return | 21.37% | 17.56%+3.8pp | 41.31%-19.9pp | 31.72%-10.3pp |
| Employer contribution / active EE | $26 | $1,713-98.5% | $2,498-99.0% | $2,471-98.9% |
| Participant deferral / active EE | $942 | $2,695-65.0% | $3,722-74.7% | $3,740-74.8% |
| Admin fee / account holder | $338 | $4,287-92.1% | $5,665-94.0% | $5,306-93.6% |