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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 | $4,469 | $76,407-94.2% | $150,298-97.0% | $82,448-94.6% |
| Participation rate | 51.3% | 66.4%-15.1pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $206 | $2,614-92.1% | $4,154-95.0% | $2,551-91.9% |
| Participant deferral / active EE | $931 | $3,214-71.0% | $5,453-82.9% | $4,139-77.5% |
| Admin fee / account holder | $1,056 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |