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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 | $2,208 | $48,327-95.4% | $67,575-96.7% | $80,935-97.3% |
| Participation rate | 38.7% | 66.4%-27.7pp | 72.9%-34.2pp | 67.7%-29.0pp |
| Annual return | 14.20% | 18.31%-4.1pp | 3528.98%-3514.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,144 | $2,927-60.9% | $4,003-71.4% | $4,299-73.4% |
| Admin fee / account holder | $412 | $3,692-88.8% | $3,993-89.7% | $6,924-94.1% |