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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 | $1,446 | $85,024-98.3% | $70,544-98.0% | $139,466-99.0% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 32.92% | 30.39%+2.5pp | 32.79%+0.1pp | 373.66%-340.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,802 | $5,891-69.4% | $4,568-60.6% | $6,712-73.2% |
| Admin fee / account holder | $497 | $8,928-94.4% | $6,427-92.3% | $11,409-95.6% |