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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 | $1,507 | $115,931-98.7% | $185,441-99.2% | $86,983-98.3% |
| Participation rate | 67.5% | 73.6%-6.1pp | 80.3%-12.8pp | 69.5%-2.0pp |
| Annual return | 15.88% | 21.47%-5.6pp | 20.16%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,682 | $4,551-41.1% | $6,152-56.4% | $4,194-36.0% |
| Admin fee / account holder | $486 | $10,687-95.4% | $17,890-97.3% | $7,856-93.8% |