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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 | $330 | $96,524-99.7% | $75,900-99.6% | $152,909-99.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 34.20% | 33.93%+0.3pp | 30.73%+3.5pp | 345.46%-311.3pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,062 | $4,554-54.7% | $3,604-42.8% | $5,851-64.8% |
| Admin fee / account holder | $1,294 | $8,082-84.0% | $5,421-76.1% | $11,601-88.8% |