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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 | $2,972 | $64,462-95.4% | $81,482-96.4% | $80,911-96.3% |
| Participation rate | 56.3% | 63.9%-7.6pp | 69.5%-13.3pp | 67.6%-11.4pp |
| Annual return | 29.44% | 16.35%+13.1pp | 24.79%+4.7pp | 35.63%-6.2pp |
| Employer contribution / active EE | $3 | $1,979-99.8% | $2,463-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $1,548 | $3,094-50.0% | $3,885-60.2% | $4,297-64.0% |
| Admin fee / account holder | $379 | $5,678-93.3% | $5,761-93.4% | $6,935-94.5% |