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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 | $31,105-94.6% | $53,647-96.9% | $64,097-97.4% |
| Participation rate | 67.6% | 30.7%+37.0pp | 56.3%+11.4pp | 55.2%+12.5pp |
| Annual return | 26.58% | 22.54%+4.0pp | 358.33%-331.8pp | 34.64%-8.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $559 | $896-37.6% | $1,813-69.2% | $3,080-81.9% |
| Admin fee / account holder | $552 | $2,195-74.9% | $2,460-77.6% | $3,454-84.0% |