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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 | $5,000 | $71,197-93.0% | $93,669-94.7% | $80,925-93.8% |
| Participation rate | 67.6% | 60.4%+7.3pp | 68.7%-1.1pp | 67.7%0pp |
| Annual return | 11.46% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.2pp |
| Employer contribution / active EE | $237 | $1,565-84.9% | $2,424-90.2% | $2,756-91.4% |
| Participant deferral / active EE | $1,583 | $4,036-60.8% | $4,416-64.2% | $4,299-63.2% |
| Admin fee / account holder | $824 | $6,959-88.2% | $8,291-90.1% | $6,940-88.1% |