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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 | $51,184-96.0% | $66,439-96.9% | $86,983-97.7% |
| Participation rate | 64.0% | 68.5%-4.5pp | 74.5%-10.5pp | 69.5%-5.5pp |
| Annual return | 11.58% | 17.07%-5.5pp | 757.66%-746.1pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,411 | $2,927-51.8% | $3,876-63.6% | $4,194-66.3% |
| Admin fee / account holder | $2,133 | $4,154-48.7% | $6,173-65.4% | $7,856-72.8% |