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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 | $1,822 | $63,809-97.1% | $81,353-97.8% | $80,935-97.7% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.5%-0.3pp | 67.7%+1.6pp |
| Annual return | 15.98% | 16.37%-0.4pp | 24.82%-8.8pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,473 | $3,093-52.4% | $3,885-62.1% | $4,299-65.7% |
| Admin fee / account holder | $399 | $5,686-93.0% | $5,766-93.1% | $6,924-94.2% |