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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 | $4,495 | $47,944-90.6% | $67,834-93.4% | $62,881-92.9% |
| Participation rate | 48.5% | 61.1%-12.6pp | 68.8%-20.3pp | 69.3%-20.8pp |
| Annual return | 13.05% | 11.77%+1.3pp | 138.47%-125.4pp | 20.14%-7.1pp |
| Employer contribution / active EE | $201 | $1,562-87.1% | $2,403-91.6% | $2,281-91.2% |
| Participant deferral / active EE | $919 | $2,247-59.1% | $3,160-70.9% | $3,203-71.3% |
| Admin fee / account holder | $350 | $3,712-90.6% | $4,622-92.4% | $4,296-91.9% |