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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 | $4,391 | $54,541-91.9% | $78,778-94.4% | $70,124-93.7% |
| Participation rate | 63.6% | 60.8%+2.8pp | 69.2%-5.6pp | 69.5%-5.9pp |
| Annual return | 12.48% | 21.07%-8.6pp | 35.62%-23.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $981 | $2,210-55.6% | $2,958-66.9% | $3,332-70.6% |
| Admin fee / account holder | $322 | $3,709-91.3% | $5,134-93.7% | $4,645-93.1% |