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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 | $661 | $69,252-99.0% | $64,099-99.0% | $139,456-99.5% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 20.74% | 45.89%-25.2pp | 33.70%-13.0pp | 373.45%-352.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,774 | $4,683-62.1% | $3,881-54.3% | $6,711-73.6% |
| Admin fee / account holder | $10,999 | $4,248+158.9% | $3,070+258.2% | $11,407-3.6% |