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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 | $3,958 | $58,627-93.2% | $76,735-94.8% | $82,448-95.2% |
| Participation rate | 43.8% | 63.2%-19.5pp | 69.5%-25.7pp | 68.1%-24.3pp |
| Annual return | 19.32% | 39.10%-19.8pp | 29.77%-10.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,463 | $3,134-53.3% | $4,088-64.2% | $4,139-64.7% |
| Admin fee / account holder | $1,003 | $5,323-81.2% | $7,189-86.0% | $7,234-86.1% |