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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 | $6,599 | $63,346-89.6% | $92,240-92.8% | $70,126-90.6% |
| Participation rate | 63.4% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 22.19% | 530.19%-508.0pp | 176.29%-154.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $489 | $2,471-80.2% | $3,680-86.7% | $2,343-79.1% |
| Participant deferral / active EE | $1,541 | $2,854-46.0% | $3,897-60.4% | $3,332-53.7% |
| Admin fee / account holder | $489 | $3,841-87.3% | $5,194-90.6% | $4,645-89.5% |