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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 | $3,299 | $41,016-92.0% | $152,093-97.8% | $64,097-94.9% |
| Participation rate | 38.6% | 51.3%-12.7pp | 77.8%-39.1pp | 55.2%-16.5pp |
| Annual return | 18.75% | 39.60%-20.9pp | 66.36%-47.6pp | 34.64%-15.9pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $792 | $1,927-58.9% | $5,451-85.5% | $3,080-74.3% |
| Admin fee / account holder | $388 | $2,305-83.2% | $14,497-97.3% | $3,454-88.8% |