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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 | $7,624 | $85,171-91.0% | $172,753-95.6% | $72,976-89.6% |
| Participation rate | 54.7% | 70.1%-15.3pp | 82.6%-27.9pp | 69.5%-14.8pp |
| Annual return | 30.47% | 27.32%+3.1pp | 803.00%-772.5pp | 81.02%-50.6pp |
| Employer contribution / active EE | $52 | $3,324-98.4% | $5,144-99.0% | $2,440-97.9% |
| Participant deferral / active EE | $2,349 | $3,260-27.9% | $5,198-54.8% | $3,608-34.9% |
| Admin fee / account holder | $326 | $5,880-94.5% | $13,956-97.7% | $5,124-93.6% |