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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 | $77,814-94.3% | $158,223-97.2% | $86,983-94.9% |
| Participation rate | 51.3% | 68.4%-17.1pp | 79.2%-27.9pp | 69.5%-18.3pp |
| Annual return | 18.80% | 30.54%-11.7pp | 52.09%-33.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $206 | $2,592-92.1% | $4,109-95.0% | $2,584-92.0% |
| Participant deferral / active EE | $931 | $3,270-71.5% | $5,467-83.0% | $4,194-77.8% |
| Admin fee / account holder | $1,056 | $5,879-82.0% | $16,047-93.4% | $7,856-86.6% |