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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 | $1,237 | $104,650-98.8% | $83,854-98.5% | $155,188-99.2% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 16.89% | 28.97%-12.1pp | 31.39%-14.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,163 | $2,367-50.9% | $2,035-42.8% | $6,531-82.2% |
| Admin fee / account holder | $703 | $3,518-80.0% | $3,197-78.0% | $14,480-95.1% |