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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 | $2,270 | $58,311-96.1% | $81,882-97.2% | $80,959-97.2% |
| Participation rate | 44.8% | 63.5%-18.7pp | 72.4%-27.6pp | 67.7%-22.8pp |
| Annual return | 32.36% | 41.85%-9.5pp | 779.47%-747.1pp | 35.67%-3.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $934 | $3,287-71.6% | $4,323-78.4% | $4,300-78.3% |
| Admin fee / account holder | $379 | $4,752-92.0% | $7,360-94.9% | $6,925-94.5% |