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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 | $2,263 | $108,882-97.9% | $96,754-97.7% | $154,746-98.5% |
| Participation rate | 38.1% | 75.1%-37.0pp | 70.3%-32.2pp | 80.7%-42.6pp |
| Annual return | 62.42% | 98.39%-36.0pp | 82.04%-19.6pp | 172.34%-109.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,352 | $5,323-55.8% | $4,758-50.6% | $6,730-65.1% |
| Admin fee / account holder | $390 | $10,200-96.2% | $8,905-95.6% | $14,365-97.3% |