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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 | $4,488 | $50,554-91.1% | $67,681-93.4% | $87,485-94.9% |
| Participation rate | 56.0% | 67.7%-11.7pp | 73.7%-17.7pp | 68.9%-12.9pp |
| Annual return | 17.17% | 17.81%-0.6pp | 590.58%-573.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,824 | $2,961-38.4% | $3,976-54.1% | $4,274-57.3% |
| Admin fee / account holder | $744 | $4,132-82.0% | $6,100-87.8% | $7,775-90.4% |