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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 | $60,442-91.5% | $96,754-94.7% | $87,485-94.1% |
| Participation rate | 63.8% | 58.7%+5.1pp | 70.3%-6.4pp | 68.9%-5.1pp |
| Annual return | 18.27% | 21.97%-3.7pp | 82.04%-63.8pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $977 | $3,280-70.2% | $4,758-79.5% | $4,274-77.1% |
| Admin fee / account holder | $707 | $5,069-86.0% | $8,905-92.1% | $7,775-90.9% |