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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 | $2,338 | $51,638-95.5% | $68,368-96.6% | $82,448-97.2% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 16.47% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $692 | $2,914-76.2% | $4,123-83.2% | $4,139-83.3% |
| Admin fee / account holder | $864 | $4,643-81.4% | $5,150-83.2% | $7,234-88.1% |