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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 | $2,330 | $102,245-97.7% | $89,340-97.4% | $137,256-98.3% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 13.59% | 21.89%-8.3pp | 20.57%-7.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $29 | $2,529-98.9% | $2,231-98.7% | $4,156-99.3% |
| Participant deferral / active EE | $1,411 | $4,436-68.2% | $3,823-63.1% | $6,407-78.0% |
| Admin fee / account holder | $1,026 | $8,085-87.3% | $6,704-84.7% | $12,270-91.6% |