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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 | $4,040 | $77,920-94.8% | $149,723-97.3% | $75,177-94.6% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 28.42% | 31.72%-3.3pp | 134.50%-106.1pp | 160.75%-132.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,455 | $3,411-57.3% | $5,682-74.4% | $4,126-64.7% |
| Admin fee / account holder | $351 | $5,951-94.1% | $13,215-97.3% | $5,651-93.8% |