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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 | $4,390 | $71,230-93.8% | $93,727-95.3% | $80,959-94.6% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.7%-8.4pp |
| Annual return | 14.89% | 11.26%+3.6pp | 133.83%-118.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,672 | $4,037-33.8% | $4,417-39.5% | $4,300-37.9% |
| Admin fee / account holder | $2,928 | $6,961-57.9% | $8,292-64.7% | $6,925-57.7% |