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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 | $1,676 | $77,908-97.8% | $149,696-98.9% | $75,173-97.8% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 15.64% | 31.73%-16.1pp | 134.46%-118.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $118 | $3,138-96.3% | $4,821-97.6% | $2,671-95.6% |
| Participant deferral / active EE | $946 | $3,411-72.3% | $5,682-83.4% | $4,126-77.1% |
| Admin fee / account holder | $2,087 | $5,950-64.9% | $13,212-84.2% | $5,651-63.1% |