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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 | $3,588 | $73,107-95.1% | $114,563-96.9% | $87,485-95.9% |
| Participation rate | 36.8% | 65.8%-28.9pp | 72.9%-36.1pp | 68.9%-32.1pp |
| Annual return | 33.98% | 19.47%+14.5pp | 241.09%-207.1pp | 26.06%+7.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,170 | $3,144-62.8% | $4,142-71.8% | $4,274-72.6% |
| Admin fee / account holder | $345 | $5,770-94.0% | $7,623-95.5% | $7,775-95.6% |