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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 | $3,534 | $91,179-96.1% | $178,499-98.0% | $79,852-95.6% |
| Participation rate | 51.9% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 42.90% | 24.19%+18.7pp | 151.10%-108.2pp | 31.72%+11.2pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,257 | $3,236-61.2% | $5,202-75.8% | $3,740-66.4% |
| Admin fee / account holder | $378 | $6,749-94.4% | $13,986-97.3% | $5,306-92.9% |