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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 | $4,972 | $78,690-93.7% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 65.7% | 67.5%-1.8pp | 78.7%-13.0pp | 68.9%-3.2pp |
| Annual return | 16.84% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,041 | $3,311-38.3% | $5,630-63.7% | $4,274-52.2% |
| Admin fee / account holder | $1,181 | $6,724-82.4% | $16,006-92.6% | $7,775-84.8% |