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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 | $4,069 | $47,944-91.5% | $67,834-94.0% | $62,881-93.5% |
| Participation rate | 62.3% | 61.1%+1.2pp | 68.8%-6.5pp | 69.3%-7.0pp |
| Annual return | 11.19% | 11.77%-0.6pp | 138.47%-127.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $240 | $1,562-84.6% | $2,403-90.0% | $2,281-89.5% |
| Participant deferral / active EE | $1,531 | $2,247-31.9% | $3,160-51.6% | $3,203-52.2% |
| Admin fee / account holder | $426 | $3,712-88.5% | $4,622-90.8% | $4,296-90.1% |