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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 | $1,689 | $36,844-95.4% | $83,854-98.0% | $65,306-97.4% |
| Participation rate | 67.6% | 29.2%+38.4pp | 59.1%+8.5pp | 57.7%+10.0pp |
| Annual return | 26.58% | 22.28%+4.3pp | 31.39%-4.8pp | 21.94%+4.6pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $559 | $1,040-46.2% | $2,035-72.5% | $2,959-81.1% |
| Admin fee / account holder | $552 | $2,546-78.3% | $3,197-82.7% | $3,480-84.1% |