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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 | $3,000 | $77,908-96.1% | $149,696-98.0% | $75,173-96.0% |
| Participation rate | 56.0% | 65.6%-9.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 18.24% | 31.73%-13.5pp | 134.46%-116.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $257 | $3,138-91.8% | $4,821-94.7% | $2,671-90.4% |
| Participant deferral / active EE | $1,049 | $3,411-69.3% | $5,682-81.5% | $4,126-74.6% |
| Admin fee / account holder | $2,204 | $5,950-63.0% | $13,212-83.3% | $5,651-61.0% |