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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 | $1,278 | $25,014-94.9% | $69,632-98.2% | $80,959-98.4% |
| Participation rate | 58.9% | 64.2%-5.3pp | 66.4%-7.5pp | 67.7%-8.7pp |
| Annual return | 15.59% | 19.08%-3.5pp | 101.32%-85.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,057 | $1,840-42.6% | $2,889-63.4% | $4,300-75.4% |
| Admin fee / account holder | $822 | $2,491-67.0% | $4,695-82.5% | $6,925-88.1% |