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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 | $60,442-92.2% | $96,754-95.1% | $87,485-94.6% |
| Participation rate | 38.5% | 58.7%-20.2pp | 70.3%-31.8pp | 68.9%-30.5pp |
| Annual return | 19.60% | 21.97%-2.4pp | 82.04%-62.4pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,163 | $3,280-64.5% | $4,758-75.6% | $4,274-72.8% |
| Admin fee / account holder | $1,057 | $5,069-79.2% | $8,905-88.1% | $7,775-86.4% |