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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 | $4,153 | $43,075-90.4% | $74,577-94.4% | $62,881-93.4% |
| Participation rate | 43.3% | 58.1%-14.7pp | 68.1%-24.8pp | 69.3%-26.0pp |
| Annual return | 16.29% | 17.50%-1.2pp | 20.47%-4.2pp | 20.14%-3.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,015 | $2,389-57.5% | $3,458-70.7% | $3,203-68.3% |
| Admin fee / account holder | $436 | $2,840-84.7% | $4,138-89.5% | $4,296-89.9% |