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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 | $3,882 | $37,446-89.6% | $77,552-95.0% | $79,856-95.1% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 80.17% | 39.76%+40.4pp | 54.82%+25.3pp | 31.71%+48.5pp |
| Employer contribution / active EE | $73 | $637-88.5% | $987-92.6% | $2,471-97.0% |
| Participant deferral / active EE | $337 | $1,261-73.3% | $1,861-81.9% | $3,741-91.0% |
| Admin fee / account holder | $672 | $2,506-73.2% | $2,859-76.5% | $5,306-87.3% |