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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 | $78,690-95.3% | $161,489-97.7% | $87,485-95.8% |
| Participation rate | 42.9% | 67.5%-24.6pp | 78.7%-35.8pp | 68.9%-26.1pp |
| Annual return | 26.97% | 32.74%-5.8pp | 89.72%-62.8pp | 26.06%+0.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,759 | $3,311-46.9% | $5,630-68.8% | $4,274-58.8% |
| Admin fee / account holder | $386 | $6,724-94.3% | $16,006-97.6% | $7,775-95.0% |