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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 | $2,745 | $63,346-95.7% | $92,240-97.0% | $70,126-96.1% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 18.85% | 530.19%-511.3pp | 176.29%-157.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,418 | $2,854-50.3% | $3,897-63.6% | $3,332-57.4% |
| Admin fee / account holder | $329 | $3,841-91.4% | $5,194-93.7% | $4,645-92.9% |