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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 | $3,409 | $48,118-92.9% | $136,833-97.5% | $94,015-96.4% |
| Participation rate | 68.3% | 47.4%+21.0pp | 59.0%+9.3pp | 70.8%-2.5pp |
| Annual return | 13.12% | 14.65%-1.5pp | 35.32%-22.2pp | 17.84%-4.7pp |
| Employer contribution / active EE | $18 | $821-97.8% | $1,319-98.6% | $2,790-99.3% |
| Participant deferral / active EE | $1,644 | $1,651-0.4% | $2,441-32.6% | $4,249-61.3% |
| Admin fee / account holder | $742 | $3,059-75.7% | $4,706-84.2% | $8,951-91.7% |