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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 | $3,557 | $93,346-96.2% | $71,796-95.0% | $273,972-98.7% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 2.50% | 130.39%-127.9pp | 78.04%-75.5pp | 41.46%-39.0pp |
| Employer contribution / active EE | $196 | $2,733-92.8% | $1,924-89.8% | $4,869-96.0% |
| Participant deferral / active EE | $1,313 | $3,475-62.2% | $2,794-53.0% | $5,287-75.2% |
| Admin fee / account holder | $1,548 | $6,571-76.4% | $4,815-67.9% | $10,133-84.7% |