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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 | $3,892 | $75,807-94.9% | $116,096-96.6% | $86,983-95.5% |
| Participation rate | 65.4% | 66.9%-1.5pp | 73.3%-7.9pp | 69.5%-4.2pp |
| Annual return | 12.13% | 18.57%-6.4pp | 326.25%-314.1pp | 25.83%-13.7pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,829 | $3,212-43.0% | $3,952-53.7% | $4,194-56.4% |
| Admin fee / account holder | $466 | $6,659-93.0% | $7,704-94.0% | $7,856-94.1% |