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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 | $5,128 | $57,590-91.1% | $86,233-94.1% | $82,448-93.8% |
| Participation rate | 63.8% | 57.9%+6.0pp | 69.0%-5.2pp | 68.1%-4.2pp |
| Annual return | 18.27% | 22.41%-4.1pp | 61.39%-43.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $977 | $3,080-68.3% | $4,559-78.6% | $4,139-76.4% |
| Admin fee / account holder | $707 | $4,730-85.0% | $8,342-91.5% | $7,234-90.2% |