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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 | $43,749-92.5% | $158,223-97.9% | $65,306-94.9% |
| Participation rate | 38.6% | 56.9%-18.2pp | 79.2%-40.6pp | 57.7%-19.0pp |
| Annual return | 18.75% | 19.41%-0.7pp | 52.09%-33.3pp | 21.94%-3.2pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $792 | $2,019-60.8% | $5,467-85.5% | $2,959-73.2% |
| Admin fee / account holder | $388 | $1,930-79.9% | $16,047-97.6% | $3,480-88.8% |