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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 | $1,990 | $57,590-96.5% | $86,233-97.7% | $82,448-97.6% |
| Participation rate | 47.5% | 57.9%-10.4pp | 69.0%-21.5pp | 68.1%-20.6pp |
| Annual return | 22.35% | 22.41%-0.1pp | 61.39%-39.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $858 | $3,080-72.1% | $4,559-81.2% | $4,139-79.3% |
| Admin fee / account holder | $322 | $4,730-93.2% | $8,342-96.1% | $7,234-95.6% |