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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 | $1,917 | $58,627-96.7% | $76,735-97.5% | $82,448-97.7% |
| Participation rate | 68.3% | 63.2%+5.1pp | 69.5%-1.2pp | 68.1%+0.2pp |
| Annual return | 21.90% | 39.10%-17.2pp | 29.77%-7.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $90 | $1,729-94.8% | $2,454-96.3% | $2,551-96.5% |
| Participant deferral / active EE | $1,127 | $3,134-64.0% | $4,088-72.4% | $4,139-72.8% |
| Admin fee / account holder | $855 | $5,323-83.9% | $7,189-88.1% | $7,234-88.2% |