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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 | $4,521 | $45,043-90.0% | $63,005-92.8% | $70,124-93.6% |
| Participation rate | 63.2% | 69.5%-6.4pp | 74.8%-11.7pp | 69.5%-6.4pp |
| Annual return | 15.51% | 18.76%-3.3pp | 87.59%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $992 | $2,466-59.8% | $3,329-70.2% | $3,332-70.2% |
| Admin fee / account holder | $356 | $2,833-87.4% | $3,599-90.1% | $4,645-92.3% |