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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 | $1,624 | $29,051-94.4% | $52,425-96.9% | $67,986-97.6% |
| Participation rate | 41.5% | 30.4%+11.1pp | 55.6%-14.1pp | 57.2%-15.7pp |
| Annual return | 16.07% | 24.00%-7.9pp | 302.12%-286.1pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $171 | $873-80.4% | $1,790-90.5% | $3,358-94.9% |
| Admin fee / account holder | $380 | $2,113-82.0% | $2,495-84.8% | $3,203-88.1% |