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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 | $3,697 | $86,050-95.7% | $189,758-98.1% | $94,015-96.1% |
| Participation rate | 42.9% | 68.9%-26.0pp | 79.8%-36.9pp | 70.8%-28.0pp |
| Annual return | 26.97% | 17.77%+9.2pp | 52.62%-25.7pp | 17.84%+9.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,759 | $3,349-47.5% | $5,856-70.0% | $4,249-58.6% |
| Admin fee / account holder | $386 | $6,627-94.2% | $20,388-98.1% | $8,951-95.7% |