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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 | $4,146 | $55,930-92.6% | $76,089-94.6% | $80,925-94.9% |
| Participation rate | 64.1% | 62.1%+2.0pp | 69.1%-5.0pp | 67.7%-3.6pp |
| Annual return | 13.31% | 20.58%-7.3pp | 360.94%-347.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,722 | $3,051-43.6% | $4,259-59.6% | $4,299-59.9% |
| Admin fee / account holder | $1,581 | $5,241-69.8% | $6,418-75.4% | $6,940-77.2% |