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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 | $653 | $108,285-99.4% | $77,552-99.2% | $158,982-99.6% |
| Participation rate | 64.3% | 64.4%-0.1pp | 54.2%+10.1pp | 82.0%-17.7pp |
| Annual return | 25.82% | 31.69%-5.9pp | 54.82%-29.0pp | 302.99%-277.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $255 | $2,455-89.6% | $1,861-86.3% | $5,983-95.7% |
| Admin fee / account holder | $541 | $3,709-85.4% | $2,859-81.1% | $11,252-95.2% |