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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 | $2,350 | $149,040-98.4% | $120,225-98.0% | $137,256-98.3% |
| Participation rate | 69.2% | 75.4%-6.2pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 16.14% | 605.68%-589.5pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,016 | $4,655-78.2% | $3,999-74.6% | $6,407-84.1% |
| Admin fee / account holder | $726 | $6,348-88.6% | $5,696-87.3% | $12,270-94.1% |