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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 | $5,980 | $54,541-89.0% | $78,778-92.4% | $70,126-91.5% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.9pp |
| Annual return | 27.11% | 21.07%+6.0pp | 35.62%-8.5pp | 73.15%-46.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,298 | $2,210-41.3% | $2,958-56.1% | $3,332-61.0% |
| Admin fee / account holder | $892 | $3,709-75.9% | $5,134-82.6% | $4,645-80.8% |