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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 | $47,479-90.5% | $62,929-92.9% | $82,448-94.6% |
| Participation rate | 56.0% | 66.9%-10.9pp | 73.1%-17.1pp | 68.1%-12.1pp |
| Annual return | 17.17% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,824 | $2,870-36.5% | $3,888-53.1% | $4,139-55.9% |
| Admin fee / account holder | $744 | $3,804-80.4% | $5,065-85.3% | $7,234-89.7% |