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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 | $951 | $36,948-97.4% | $73,658-98.7% | $87,485-98.9% |
| Participation rate | 58.7% | 46.8%+11.9pp | 57.0%+1.7pp | 68.9%-10.2pp |
| Annual return | 19.60% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $12 | $670-98.2% | $1,032-98.8% | $2,596-99.5% |
| Participant deferral / active EE | $458 | $1,379-66.8% | $2,062-77.8% | $4,274-89.3% |
| Admin fee / account holder | $382 | $2,531-84.9% | $3,357-88.6% | $7,775-95.1% |