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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 | $3,609 | $123,854-97.1% | $69,623-94.8% | $145,884-97.5% |
| Participation rate | 42.9% | 69.2%-26.4pp | 66.4%-23.6pp | 80.3%-37.4pp |
| Annual return | 13.68% | 192.35%-178.7pp | 101.23%-87.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $836 | $4,242-80.3% | $2,890-71.1% | $6,690-87.5% |
| Admin fee / account holder | $1,705 | $7,822-78.2% | $4,696-63.7% | $13,392-87.3% |