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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 | $57,590-93.9% | $86,233-95.9% | $82,448-95.7% |
| Participation rate | 62.0% | 57.9%+4.1pp | 69.0%-7.0pp | 68.1%-6.1pp |
| Annual return | 16.84% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,088 | $3,080-32.2% | $4,559-54.2% | $4,139-49.6% |
| Admin fee / account holder | $558 | $4,730-88.2% | $8,342-93.3% | $7,234-92.3% |