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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 | $1,974 | $108,201-98.2% | $77,498-97.5% | $158,931-98.8% |
| Participation rate | 44.4% | 64.4%-20.0pp | 54.2%-9.7pp | 82.0%-37.5pp |
| Annual return | 18.91% | 31.68%-12.8pp | 54.79%-35.9pp | 302.86%-284.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,139 | $2,457-53.6% | $1,861-38.8% | $5,982-81.0% |
| Admin fee / account holder | $788 | $3,709-78.8% | $2,858-72.4% | $11,247-93.0% |