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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 | $4,361 | $55,930-92.2% | $76,089-94.3% | $80,925-94.6% |
| Participation rate | 65.5% | 62.1%+3.4pp | 69.1%-3.6pp | 67.7%-2.2pp |
| Annual return | 16.88% | 20.58%-3.7pp | 360.94%-344.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $208 | $1,866-88.8% | $2,690-92.3% | $2,756-92.4% |
| Participant deferral / active EE | $1,470 | $3,051-51.8% | $4,259-65.5% | $4,299-65.8% |
| Admin fee / account holder | $854 | $5,241-83.7% | $6,418-86.7% | $6,940-87.7% |