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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 | $2,849 | $125,778-97.7% | $114,563-97.5% | $154,746-98.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 23.16% | 295.14%-272.0pp | 241.09%-217.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,058 | $4,445-76.2% | $4,142-74.5% | $6,730-84.3% |
| Admin fee / account holder | $333 | $8,190-95.9% | $7,623-95.6% | $14,365-97.7% |