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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 | $4,177 | $37,446-88.8% | $77,513-94.6% | $79,852-94.8% |
| Participation rate | 19.2% | 41.5%-22.3pp | 54.2%-35.0pp | 69.6%-50.4pp |
| Annual return | 91.22% | 39.76%+51.5pp | 54.81%+36.4pp | 31.72%+59.5pp |
| Employer contribution / active EE | $81 | $637-87.4% | $987-91.8% | $2,471-96.7% |
| Participant deferral / active EE | $375 | $1,261-70.2% | $1,861-79.8% | $3,740-90.0% |
| Admin fee / account holder | $816 | $2,506-67.5% | $2,859-71.5% | $5,306-84.6% |