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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 | $688 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 68.2% | 64.7%+3.5pp | 57.0%+11.1pp | 80.7%-12.5pp |
| Annual return | 31.27% | 28.25%+3.0pp | 29.72%+1.5pp | 172.34%-141.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $737 | $2,527-70.8% | $2,062-64.3% | $6,730-89.1% |
| Admin fee / account holder | $327 | $3,843-91.5% | $3,357-90.2% | $14,365-97.7% |