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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 | $1,388 | $25,014-94.4% | $69,701-98.0% | $80,874-98.3% |
| Participation rate | 54.2% | 64.2%-10.0pp | 66.4%-12.2pp | 67.6%-13.4pp |
| Annual return | 28.11% | 19.07%+9.0pp | 100.32%-72.2pp | 35.62%-7.5pp |
| Employer contribution / active EE | $128 | $993-87.1% | $1,713-92.5% | $2,756-95.4% |
| Participant deferral / active EE | $825 | $1,839-55.1% | $2,887-71.4% | $4,297-80.8% |
| Admin fee / account holder | $499 | $2,488-79.9% | $4,717-89.4% | $6,935-92.8% |