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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 | $4,477 | $57,061-92.2% | $85,063-94.7% | $80,911-94.5% |
| Participation rate | 44.4% | 56.3%-11.9pp | 67.5%-23.1pp | 67.6%-23.2pp |
| Annual return | 11.32% | 21.66%-10.3pp | 66.54%-55.2pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,466 | $3,110-52.9% | $4,523-67.6% | $4,297-65.9% |
| Admin fee / account holder | $711 | $4,986-85.7% | $6,155-88.5% | $6,935-89.8% |