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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 | $4,248 | $34,316-87.6% | $74,723-94.3% | $72,976-94.2% |
| Participation rate | 21.4% | 42.4%-21.0pp | 54.5%-33.0pp | 69.5%-48.1pp |
| Annual return | 29.08% | 26.58%+2.5pp | 753.18%-724.1pp | 81.02%-51.9pp |
| Employer contribution / active EE | $1 | $692-99.9% | $1,084-99.9% | $2,440-100.0% |
| Participant deferral / active EE | $611 | $1,272-51.9% | $1,962-68.8% | $3,608-83.1% |
| Admin fee / account holder | $477 | $2,125-77.5% | $3,335-85.7% | $5,124-90.7% |