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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 | $676 | $104,650-99.4% | $83,854-99.2% | $155,188-99.6% |
| Participation rate | 57.1% | 65.1%-7.9pp | 59.1%-2.0pp | 80.8%-23.7pp |
| Annual return | 1.19% | 28.97%-27.8pp | 31.39%-30.2pp | 148.84%-147.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $617 | $2,367-73.9% | $2,035-69.7% | $6,531-90.6% |
| Admin fee / account holder | $322 | $3,518-90.9% | $3,197-89.9% | $14,480-97.8% |