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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 | $4,018 | $39,286-89.8% | $80,741-95.0% | $79,393-94.9% |
| Participation rate | 15.8% | 41.0%-25.1pp | 54.2%-38.3pp | 70.7%-54.9pp |
| Annual return | 19.25% | 98.95%-79.7pp | 87.30%-68.1pp | 116.87%-97.6pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $468 | $1,264-63.0% | $2,145-78.2% | $4,046-88.4% |
| Admin fee / account holder | $661 | $647+2.2% | $3,380-80.4% | $627+5.6% |