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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 | $3,635 | $100,901-96.4% | $75,501-95.2% | $147,586-97.5% |
| Participation rate | 5.6% | 77.1%-71.6pp | 72.4%-66.8pp | 82.8%-77.3pp |
| Annual return | 13.07% | 35.78%-22.7pp | 27.35%-14.3pp | 578.59%-565.5pp |
| Employer contribution / active EE | $100 | $3,253-96.9% | $2,352-95.7% | $4,876-97.9% |
| Participant deferral / active EE | $1,333 | $4,027-66.9% | $3,142-57.6% | $5,439-75.5% |
| Admin fee / account holder | $36,800 | $11,285+226.1% | $5,801+534.4% | $10,886+238.1% |