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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 | $2,037 | $50,554-96.0% | $67,681-97.0% | $87,485-97.7% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 11.58% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,411 | $2,961-52.3% | $3,976-64.5% | $4,274-67.0% |
| Admin fee / account holder | $2,133 | $4,132-48.4% | $6,100-65.0% | $7,775-72.6% |