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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 | $3,895 | $43,344-91.0% | $59,899-93.5% | $64,173-93.9% |
| Participation rate | 23.7% | 69.2%-45.4pp | 74.7%-51.0pp | 69.6%-45.8pp |
| Annual return | 19.13% | -1.55%+20.7pp | 3.46%+15.7pp | 7.63%+11.5pp |
| Employer contribution / active EE | $142 | $2,030-93.0% | $2,723-94.8% | $2,381-94.0% |
| Participant deferral / active EE | $781 | $2,547-69.3% | $3,402-77.0% | $3,470-77.5% |
| Admin fee / account holder | $323 | $3,008-89.3% | $3,592-91.0% | $4,887-93.4% |