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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 | $4,910 | $49,025-90.0% | $87,502-94.4% | $62,881-92.2% |
| Participation rate | 53.4% | 64.9%-11.5pp | 73.8%-20.4pp | 69.3%-15.9pp |
| Annual return | 14.70% | 10.02%+4.7pp | 12.21%+2.5pp | 20.14%-5.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,686 | $2,289-26.3% | $3,149-46.4% | $3,203-47.4% |
| Admin fee / account holder | $848 | $4,065-79.1% | $4,221-79.9% | $4,296-80.3% |