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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 | $4,244 | $27,800-84.7% | $58,561-92.8% | $71,511-94.1% |
| Participation rate | 14.1% | 34.6%-20.5pp | 50.9%-36.7pp | 67.9%-53.8pp |
| Annual return | 19.27% | 26.80%-7.5pp | 4251.33%-4232.1pp | 28.86%-9.6pp |
| Employer contribution / active EE | $84 | $632-86.7% | $1,053-92.0% | $2,589-96.7% |
| Participant deferral / active EE | $355 | $1,208-70.6% | $1,923-81.5% | $4,291-91.7% |
| Admin fee / account holder | $345 | $1,637-78.9% | $2,520-86.3% | $1,588-78.3% |