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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 | $1,700 | $36,948-95.4% | $73,658-97.7% | $87,485-98.1% |
| Participation rate | 68.1% | 46.8%+21.3pp | 57.0%+11.1pp | 68.9%-0.8pp |
| Annual return | 23.17% | 28.64%-5.5pp | 29.72%-6.6pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $643 | $1,379-53.3% | $2,062-68.8% | $4,274-84.9% |
| Admin fee / account holder | $519 | $2,531-79.5% | $3,357-84.5% | $7,775-93.3% |