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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 | $1,368 | $36,948-96.3% | $73,658-98.1% | $87,485-98.4% |
| Participation rate | 57.8% | 46.8%+11.0pp | 57.0%+0.7pp | 68.9%-11.2pp |
| Annual return | 27.15% | 28.64%-1.5pp | 29.72%-2.6pp | 26.06%+1.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,689 | $1,379+22.5% | $2,062-18.1% | $4,274-60.5% |
| Admin fee / account holder | $477 | $2,531-81.1% | $3,357-85.8% | $7,775-93.9% |