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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 | $2,645 | $60,444-95.6% | $68,948-96.2% | $82,448-96.8% |
| Participation rate | 44.0% | 73.6%-29.6pp | 79.2%-35.2pp | 68.1%-24.1pp |
| Annual return | 30.46% | 15.42%+15.0pp | 28.39%+2.1pp | 41.64%-11.2pp |
| Employer contribution / active EE | $320 | $3,449-90.7% | $4,165-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $839 | $3,658-77.1% | $6,186-86.4% | $4,139-79.7% |
| Admin fee / account holder | $1,095 | $6,421-83.0% | $7,539-85.5% | $7,234-84.9% |