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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 | $2,478 | $57,590-95.7% | $86,233-97.1% | $82,448-97.0% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 20.34% | 22.41%-2.1pp | 61.39%-41.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $820 | $3,080-73.4% | $4,559-82.0% | $4,139-80.2% |
| Admin fee / account holder | $478 | $4,730-89.9% | $8,342-94.3% | $7,234-93.4% |