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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 | $3,297 | $96,643-96.6% | $86,617-96.2% | $139,456-97.6% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-28.0pp | 80.3%-36.6pp |
| Annual return | 11.09% | 106.57%-95.5pp | 591.91%-580.8pp | 373.45%-362.4pp |
| Employer contribution / active EE | $65 | $3,264-98.0% | $3,023-97.9% | $4,753-98.6% |
| Participant deferral / active EE | $1,047 | $4,835-78.3% | $4,437-76.4% | $6,711-84.4% |
| Admin fee / account holder | $790 | $6,406-87.7% | $5,613-85.9% | $11,407-93.1% |