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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 | $4,078 | $73,107-94.4% | $114,563-96.4% | $87,485-95.3% |
| Participation rate | 66.7% | 65.8%+0.9pp | 72.9%-6.2pp | 68.9%-2.3pp |
| Annual return | 18.32% | 19.47%-1.2pp | 241.09%-222.8pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,956 | $3,144+57.6% | $4,142+19.6% | $4,274+16.0% |
| Admin fee / account holder | $1,595 | $5,770-72.4% | $7,623-79.1% | $7,775-79.5% |