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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 | $3,539 | $60,442-94.1% | $96,754-96.3% | $87,485-96.0% |
| Participation rate | 62.0% | 58.7%+3.3pp | 70.3%-8.3pp | 68.9%-6.9pp |
| Annual return | 16.84% | 21.97%-5.1pp | 82.04%-65.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,088 | $3,280-36.3% | $4,758-56.1% | $4,274-51.1% |
| Admin fee / account holder | $558 | $5,069-89.0% | $8,905-93.7% | $7,775-92.8% |