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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 | $5,888 | $45,900-87.2% | $94,057-93.7% | $64,340-90.8% |
| Participation rate | 33.3% | 50.6%-17.2pp | 73.3%-40.0pp | 55.2%-21.9pp |
| Annual return | 20.97% | 50.47%-29.5pp | 480.62%-459.6pp | 24.14%-3.2pp |
| Employer contribution / active EE | $99 | $1,612-93.8% | $2,933-96.6% | $1,862-94.7% |
| Participant deferral / active EE | $664 | $2,102-68.4% | $4,709-85.9% | $2,980-77.7% |
| Admin fee / account holder | $1,014 | $3,143-67.7% | $7,244-86.0% | $3,703-72.6% |