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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 | $2,962 | $115,866-97.4% | $65,328-95.5% | $139,456-97.9% |
| Participation rate | 50.0% | 67.8%-17.8pp | 64.9%-14.9pp | 80.3%-30.3pp |
| Annual return | 9.66% | 31.21%-21.5pp | 47.39%-37.7pp | 373.45%-363.8pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $667 | $4,242-84.3% | $2,832-76.5% | $6,711-90.1% |
| Admin fee / account holder | $2,709 | $6,705-59.6% | $4,116-34.2% | $11,407-76.2% |