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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 | $2,474 | $110,093-97.8% | $97,295-97.5% | $145,897-98.3% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.8pp |
| Annual return | 12.44% | 244.76%-232.3pp | 75.62%-63.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $892 | $4,678-80.9% | $4,264-79.1% | $6,689-86.7% |
| Admin fee / account holder | $471 | $6,212-92.4% | $5,646-91.7% | $13,390-96.5% |