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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 | $19,066 | $93,346-79.6% | $71,796-73.4% | $273,972-93.0% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 2.09% | 130.39%-128.3pp | 78.04%-75.9pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,882 | $3,475-45.8% | $2,794-32.6% | $5,287-64.4% |
| Admin fee / account holder | $1,321 | $6,571-79.9% | $4,815-72.6% | $10,133-87.0% |