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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 | $9,881 | $54,763-82.0% | $90,324-89.1% | $72,976-86.5% |
| Participation rate | 65.8% | 65.2%+0.6pp | 73.3%-7.5pp | 69.5%-3.7pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $41 | $2,093-98.1% | $2,856-98.6% | $2,440-98.3% |
| Participant deferral / active EE | $1,238 | $2,887-57.1% | $3,885-68.1% | $3,608-65.7% |
| Admin fee / account holder | $778 | $3,973-80.4% | $5,356-85.5% | $5,124-84.8% |