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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 | $4,238 | $135,956-96.9% | $123,894-96.6% | $273,972-98.5% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 19.09% | 56.63%-37.5pp | 47.52%-28.4pp | 41.46%-22.4pp |
| Employer contribution / active EE | $13 | $5,170-99.7% | $4,617-99.7% | $4,869-99.7% |
| Participant deferral / active EE | $2,036 | $6,343-67.9% | $5,984-66.0% | $5,287-61.5% |
| Admin fee / account holder | $371 | $9,817-96.2% | $8,357-95.6% | $10,133-96.3% |