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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 | $3,222 | $63,354-94.9% | $94,105-96.6% | $82,637-96.1% |
| Participation rate | 24.3% | 63.8%-39.5pp | 71.9%-47.7pp | 68.1%-43.8pp |
| Annual return | 20.23% | 34.36%-14.1pp | 204.55%-184.3pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $920 | $2,873-68.0% | $3,881-76.3% | $4,126-77.7% |
| Admin fee / account holder | $1,461 | $5,073-71.2% | $6,199-76.4% | $7,339-80.1% |