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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 | $58,057-93.9% | $97,032-96.4% | $86,983-95.9% |
| Participation rate | 62.0% | 60.4%+1.6pp | 71.6%-9.6pp | 69.5%-7.5pp |
| Annual return | 16.84% | 22.26%-5.4pp | 35.38%-18.5pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,088 | $3,244-35.6% | $4,672-55.3% | $4,194-50.2% |
| Admin fee / account holder | $558 | $4,839-88.5% | $9,418-94.1% | $7,856-92.9% |