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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 | $4,292 | $32,037-86.6% | $69,182-93.8% | $62,881-93.2% |
| Participation rate | 45.7% | 43.4%+2.2pp | 55.1%-9.5pp | 69.3%-23.7pp |
| Annual return | 7.12% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $572 | $1,185-51.7% | $1,897-69.8% | $3,203-82.1% |
| Admin fee / account holder | $604 | $2,608-76.8% | $2,697-77.6% | $4,296-85.9% |