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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 | $2,795 | $101,618-97.2% | $93,063-97.0% | $137,256-98.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 15.00% | 223.95%-208.9pp | 34.15%-19.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $233 | $2,707-91.4% | $2,476-90.6% | $4,156-94.4% |
| Participant deferral / active EE | $829 | $4,279-80.6% | $3,958-79.1% | $6,407-87.1% |
| Admin fee / account holder | $3,551 | $6,198-42.7% | $6,033-41.1% | $12,270-71.1% |