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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 | $4,333 | $45,087-90.4% | $69,483-93.8% | $72,976-94.1% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 37.25% | 22.67%+14.6pp | 28.99%+8.3pp | 81.02%-43.8pp |
| Employer contribution / active EE | $315 | $2,055-84.7% | $2,780-88.7% | $2,440-87.1% |
| Participant deferral / active EE | $1,028 | $2,603-60.5% | $3,537-70.9% | $3,608-71.5% |
| Admin fee / account holder | $614 | $3,057-79.9% | $3,841-84.0% | $5,124-88.0% |