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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 | $3,565 | $76,407-95.3% | $150,298-97.6% | $82,448-95.7% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.3pp | 68.1%-20.6pp |
| Annual return | 16.69% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $855 | $3,214-73.4% | $5,453-84.3% | $4,139-79.3% |
| Admin fee / account holder | $770 | $6,352-87.9% | $14,116-94.5% | $7,234-89.4% |