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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 | $4,368 | $48,118-90.9% | $136,833-96.8% | $94,015-95.4% |
| Participation rate | 68.0% | 47.4%+20.6pp | 59.0%+9.0pp | 70.8%-2.8pp |
| Annual return | 14.65% | 14.65%0pp | 35.32%-20.7pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,155 | $1,651-30.0% | $2,441-52.7% | $4,249-72.8% |
| Admin fee / account holder | $565 | $3,059-81.5% | $4,706-88.0% | $8,951-93.7% |