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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 | $2,428 | $35,183-93.1% | $73,550-96.7% | $70,126-96.5% |
| Participation rate | 43.6% | 42.9%+0.7pp | 54.9%-11.3pp | 69.5%-26.0pp |
| Annual return | 23.16% | 26.90%-3.7pp | -15.16%+38.3pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $622 | $1,220-49.0% | $1,804-65.6% | $3,332-81.3% |
| Admin fee / account holder | $442 | $2,302-80.8% | $2,320-81.0% | $4,645-90.5% |