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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 | $4,397 | $45,087-90.2% | $69,483-93.7% | $72,976-94.0% |
| Participation rate | 64.4% | 68.5%-4.1pp | 74.6%-10.2pp | 69.5%-5.1pp |
| Annual return | 21.74% | 22.67%-0.9pp | 28.99%-7.3pp | 81.02%-59.3pp |
| Employer contribution / active EE | $169 | $2,055-91.8% | $2,780-93.9% | $2,440-93.1% |
| Participant deferral / active EE | $1,031 | $2,603-60.4% | $3,537-70.8% | $3,608-71.4% |
| Admin fee / account holder | $874 | $3,057-71.4% | $3,841-77.2% | $5,124-82.9% |