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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 | $3,661 | $90,486-96.0% | $78,676-95.3% | $273,972-98.7% |
| Participation rate | 38.1% | 76.5%-38.4pp | 73.6%-35.5pp | 83.0%-44.9pp |
| Annual return | 7.56% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $510 | $3,901-86.9% | $3,517-85.5% | $5,287-90.3% |
| Admin fee / account holder | $661 | $5,263-87.5% | $4,510-85.4% | $10,133-93.5% |