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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 | $4,705 | $63,949-92.6% | $129,031-96.4% | $94,015-95.0% |
| Participation rate | 38.5% | 63.4%-25.0pp | 73.4%-34.9pp | 70.8%-32.4pp |
| Annual return | 19.60% | 17.56%+2.0pp | 34.67%-15.1pp | 17.84%+1.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,163 | $3,686-68.5% | $5,217-77.7% | $4,249-72.6% |
| Admin fee / account holder | $1,057 | $5,523-80.9% | $13,208-92.0% | $8,951-88.2% |