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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 | $4,860 | $103,000-95.3% | $90,300-94.6% | $152,885-96.8% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.5%-20.9pp |
| Annual return | 48.23% | 95.19%-47.0pp | 78.11%-29.9pp | 345.39%-297.2pp |
| Employer contribution / active EE | $6 | $3,138-99.8% | $2,854-99.8% | $4,763-99.9% |
| Participant deferral / active EE | $2,440 | $4,281-43.0% | $3,884-37.2% | $5,851-58.3% |
| Admin fee / account holder | $407 | $6,173-93.4% | $5,353-92.4% | $11,598-96.5% |