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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 | $4,534 | $57,590-92.1% | $86,233-94.7% | $82,448-94.5% |
| Participation rate | 1.7% | 57.9%-56.1pp | 69.0%-67.3pp | 68.1%-66.3pp |
| Annual return | 16.37% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $892 | $3,080-71.0% | $4,559-80.4% | $4,139-78.4% |
| Admin fee / account holder | $6,542 | $4,730+38.3% | $8,342-21.6% | $7,234-9.6% |