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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 | $5,638 | $67,606-91.7% | $82,313-93.2% | $70,131-92.0% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 24.81% | 21.57%+3.2pp | 25.88%-1.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,801 | $2,987-39.7% | $3,706-51.4% | $3,332-45.9% |
| Admin fee / account holder | $555 | $4,512-87.7% | $5,608-90.1% | $4,645-88.0% |