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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 | $5,068 | $108,212-95.3% | $77,513-93.5% | $158,966-96.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 11.93% | 31.67%-19.7pp | 54.81%-42.9pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,971 | $2,455+61.7% | $1,861+113.4% | $5,983-33.6% |
| Admin fee / account holder | $3,987 | $3,709+7.5% | $2,859+39.5% | $11,250-64.6% |